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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $15,470 |
CETERA ADVISOR NETWORKS LLC2 years Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 902455670 | Other Commissions | $6,272 |
PENSION PLUS INC2 years Service code 13 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Contract Administrator | $209 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,151 | $70,879-94.1% | $189,558-97.8% | $79,393-94.8% |
| Participation rate | 67.7% | 68.0%-0.2pp | 78.5%-10.7pp | 70.7%-3.0pp |
| Annual return | 7.53% | 20.70%-13.2pp | 64.19%-56.7pp | 116.87%-109.3pp |
| Employer contribution / active EE | $0 | $1,806-100.0% | $4,412-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $272 | $4,081-93.3% | $6,174-95.6% | $4,046-93.3% |
| Admin fee / account holder | $0 | $647-100.0% | $9,809-100.0% | $627-100.0% |