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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 18 · EIN 61-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid indir... | $7,144 |
THE RETIREMENT ADVANTAGE INC2+ years Filed as: THE RETIREMENT ADVANTAGE Service code 13 · EIN 39-1816008 101 EAST GRAND AVENUE · PORT WASHINGTON, WI 53074 | Contract Administrator | $6,317 |
Filed as: CLARKE LANZAN SKALLA INVEST Service code 26 · EIN 35-1970410 4020 S 147 STREET · OMAHA, NE 68137 | Advisory (Participants) | $1,716 |
AMERICAN REALTY ADVISORS2+ years Filed as: AMERICAN EQUITY INVESTMENT Service code 24 · EIN 35-1970410 4222 GRANTLINE ROAD · NEW ALBANY, NY 47150 | Discretionary Trustee | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,807 | $30,599-90.8% | $74,577-96.2% | $57,658-95.1% |
| Participation rate | 24.4% | 49.1%-24.8pp | 68.1%-43.7pp | 70.2%-45.9pp |
| Annual return | 4.64% | 14.24%-9.6pp | 20.47%-15.8pp | 5.13%-0.5pp |
| Employer contribution / active EE | $32 | $1,000-96.8% | $2,525-98.7% | $1,974-98.4% |
| Participant deferral / active EE | $181 | $1,805-90.0% | $3,458-94.8% | $3,061-94.1% |
| Admin fee / account holder | $63 | $98-35.3% | $4,138-98.5% | $95-32.9% |