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| Provider | Service type | Compensation |
|---|---|---|
Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $8,102 |
NATIONWIDE1+ years Filed as: NATIONWIDE PLANNING ASSOCIATES, INC Service code 55 | Other Commissions | $2,180 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $3,856 | $72,177-94.7% | $115,038-96.6% | $59,633-93.5% |
| Participation rate | 71.4% | 72.6%-1.1pp | 81.4%-9.9pp | 68.7%+2.8pp |
| Annual return | -1.65% | 12.02%-13.7pp | 26.14%-27.8pp | 2041.45%-2043.1pp |
| Employer contribution / active EE | $723 | $2,841-74.6% | $4,608-84.3% | $2,203-67.2% |
| Participant deferral / active EE | $2,463 | $4,783-48.5% | $6,026-59.1% | $3,192-22.8% |
| Admin fee / account holder | $19 | $4,927-99.6% | $8,175-99.8% | $4,297-99.5% |