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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $21,339 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $3,108 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,282 | $63,924-62.0% | $108,582-77.6% | $55,167-56.0% |
| Participation rate | 47.3% | 74.3%-27.1pp | 79.6%-32.3pp | 69.0%-21.7pp |
| Annual return | 7.36% | 15.31%-7.9pp | -51.70%+59.1pp | 169.23%-161.9pp |
| Employer contribution / active EE | $825 | $1,879-56.1% | $3,758-78.0% | $1,963-58.0% |
| Participant deferral / active EE | $1,265 | $3,067-58.8% | $4,311-70.7% | $3,054-58.6% |
| Admin fee / account holder | $0 | $618-100.0% | $7,645-100.0% | $504-100.0% |