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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $31,659 |
BENEFIT PROFESSIONALS, INC.5+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 90-1118690 | Pension Consulting | $16,775 |
CENTAURUS FINANCIAL INC5+ years Filed as: CENTAURUS FINANCIAL INC. Service code 17 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Pension Consulting | $14,809 |
LEGG MASON2 years Service code 15 | Recordkeeping | $1,612 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $18,883 | $62,928-70.0% | $172,739-89.1% | $67,579-72.1% |
| Participation rate | 51.9% | 64.5%-12.6pp | 82.6%-30.7pp | 71.3%-19.4pp |
| Annual return | 21.91% | 30.36%-8.4pp | 802.84%-780.9pp | 378.56%-356.6pp |
| Employer contribution / active EE | $295 | $1,636-81.9% | $5,143-94.3% | $2,148-86.2% |
| Participant deferral / active EE | $455 | $2,145-78.8% | $5,198-91.3% | $3,539-87.2% |
| Admin fee / account holder | $38 | $167-77.4% | $13,954-99.7% | $142-73.6% |