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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,579 |
PENSION PLUS INC2+ years Service code 49 FD ROOSEVELT AVE. · SAN JUAN, PR 00918 | Other Services | $8,421 |
Filed as: CLARKE LANZEN SKALLA INVST FIRM, LL Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $2,139 |
CETERA ADVISOR NETWORKS LLC2+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $3,285 | $52,467-93.7% | $57,196-94.3% | $55,167-94.0% |
| Participation rate | 100.0% | 75.8%+24.2pp | 75.3%+24.7pp | 69.0%+31.0pp |
| Annual return | 2.63% | 7.72%-5.1pp | 14.59%-12.0pp | 169.23%-166.6pp |
| Employer contribution / active EE | $0 | $2,477-100.0% | $2,683-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $415 | $2,830-85.3% | $3,096-86.6% | $3,054-86.4% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |