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| Provider | Service type | Compensation |
|---|---|---|
RPA FINANCIAL, LLC2 years Service code 26 · EIN 83-1143379 | Advisory (Participants) | $13,652 |
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,500 |
AVINTUS2 years Filed as: AVINTUS, LLC Service code 15 · EIN 04-3682160 | Recordkeeping | $2,804 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $51,005 | $58,292-12.5% | $86,640-41.1% | $71,511-28.7% |
| Participation rate | 44.2% | 65.0%-20.8pp | 71.7%-27.5pp | 67.9%-23.7pp |
| Annual return | 10.03% | 21.63%-11.6pp | 592.52%-582.5pp | 28.86%-18.8pp |
| Employer contribution / active EE | $817 | $2,574-68.3% | $3,024-73.0% | $2,589-68.4% |
| Participant deferral / active EE | $2,029 | $3,438-41.0% | $4,438-54.3% | $4,291-52.7% |
| Admin fee / account holder | $180 | $1,057-82.9% | $5,616-96.8% | $1,588-88.7% |