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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $21,028 |
Service code 26 1000 HARBOR BLVD - 8TH FLOOR · WEEHAUKEN, NJ 07087 | Advisory (Participants) | $13,011 |
SENTINEL PENSION LLC1 year Service code 10 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Accounting | $7,203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,504 | $55,453-46.8% | $170,435-82.7% | $62,293-52.6% |
| Participation rate | 40.1% | 66.4%-26.2pp | 83.6%-43.5pp | 69.5%-29.4pp |
| Annual return | 12.62% | 21.38%-8.8pp | 205.94%-193.3pp | 28.90%-16.3pp |
| Employer contribution / active EE | $620 | $2,164-71.4% | $5,432-88.6% | $2,042-69.7% |
| Participant deferral / active EE | $1,208 | $2,303-47.5% | $4,939-75.5% | $3,169-61.9% |
| Admin fee / account holder | $109 | $455-76.0% | $13,881-99.2% | $479-77.2% |