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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,392 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $5,596 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,880 | $30,555-28.4% | $80,741-72.9% | $86,813-74.8% |
| Participation rate | 16.4% | 37.2%-20.9pp | 54.2%-37.8pp | 72.3%-55.9pp |
| Annual return | 15.46% | 30.35%-14.9pp | 87.30%-71.8pp | 97.93%-82.5pp |
| Employer contribution / active EE | $191 | $472-59.5% | $1,160-83.5% | $2,406-92.0% |
| Participant deferral / active EE | $403 | $1,050-61.7% | $2,145-81.2% | $4,131-90.3% |
| Admin fee / account holder | $248 | $135+82.7% | $3,380-92.7% | $170+46.0% |