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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $10,581 |
PENSION PLUS INC4+ years Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $9,022 |
Filed as: CLARKE LANZEN SKALLA INVST FIRM, LL Service code 28 17605 WRIGHT ST. · OMAHA, NE 68130 | Investment Management | $2,088 |
CETERA ADVISOR NETWORKS LLC4+ years Filed as: CETERA ADVISOR NETWORKS Service code 55 200 N SEPULVEDA BLVD · EL SEGUNDO, CA 90245 | Other Commissions | $0 |
CLS INVESTMENTS1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $0 |
PENSION PLUS INC1 year Filed as: PENSION PLUS, INC Service code 49 FD ROOSEVELT AVE · SAN JUAN, PR 00918 | Other Services | $0 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $4,192 | $43,344-90.3% | $59,899-93.0% | $64,173-93.5% |
| Participation rate | 100.0% | 69.2%+30.8pp | 74.7%+25.3pp | 69.6%+30.4pp |
| Annual return | -8.76% | -1.55%-7.2pp | 3.46%-12.2pp | 7.63%-16.4pp |
| Employer contribution / active EE | $0 | $2,030-100.0% | $2,723-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $792 | $2,547-68.9% | $3,402-76.7% | $3,470-77.2% |
| Admin fee / account holder | $0 | $3,008-100.0% | $3,592-100.0% | $4,887-100.0% |