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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,870 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $6,835 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $21,043 | $23,224-9.4% | $71,089-70.4% | $55,725-62.2% |
| Participation rate | 10.6% | 37.9%-27.3pp | 54.6%-44.0pp | 70.9%-60.2pp |
| Annual return | -9.71% | -2.87%-6.8pp | 650.65%-660.4pp | 244.93%-254.6pp |
| Employer contribution / active EE | $110 | $436-74.9% | $1,088-89.9% | $2,078-94.7% |
| Participant deferral / active EE | $209 | $929-77.5% | $1,873-88.8% | $3,356-93.8% |
| Admin fee / account holder | $298 | $118+152.3% | $3,082-90.3% | $115+158.3% |