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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,634 |
PENSION PLUS INC3+ years Service code 49 FD ROOSEVELT AVE. · SAN JUAN, PR 00918 | Other Services | $8,817 |
Filed as: CLARKE LANZEN SKALLA INVST FIRM, LL Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $2,047 |
CETERA ADVISOR NETWORKS LLC3+ 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.
Annual investment return 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 | $4,057 | $57,976-93.0% | $63,018-93.6% | $62,293-93.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 11.15% | 17.54%-6.4pp | 87.62%-76.5pp | 28.90%-17.8pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,761-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $373 | $2,956-87.4% | $3,330-88.8% | $3,169-88.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |