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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $27,407 |
BENEFIT PROFESSIONALS, INC.8+ years Filed as: BENEFIT PROFESSIONALS INC. Service code 17 · EIN 90-1118690 | Pension Consulting | $21,336 |
CENTAURUS FINANCIAL INC8+ years Filed as: CENTAURUS FINANCIAL INC. Service code 17 2300 E KATELLA AVE STE 200 · ANAHEIM, CA 92806 | Pension Consulting | $13,755 |
Filed as: PUTNAM INVESTEMENTS Service code 15 | Recordkeeping | $2,597 |
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 signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,588 | $46,292-66.3% | $143,757-89.2% | $64,808-75.9% |
| Participation rate | 56.0% | 64.2%-8.2pp | 80.3%-24.3pp | 71.5%-15.5pp |
| Annual return | -17.17% | -10.05%-7.1pp | -0.04%-17.1pp | 32.82%-50.0pp |
| Employer contribution / active EE | $408 | $1,910-78.6% | $4,951-91.8% | $2,506-83.7% |
| Participant deferral / active EE | $596 | $2,646-77.5% | $5,637-89.4% | $4,310-86.2% |
| Admin fee / account holder | $39 | $154-74.8% | $14,673-99.7% | $188-79.4% |