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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $23,367 |
ASCENSUS LLC4 years Filed as: RETIREMENT STRATEGIES GROUP, LLC Service code 15 · EIN 72-1450587 | Recordkeeping | $780 |
AVANTAX INSURANCE AGENCY LLC2 years Filed as: AVANTAX INSURANCE AGENCY, LLC Service code 12 3200 OLYMPUS BLVD STE 100 · DALLAS, TX 75019 | Claims processing | $0 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,244 | $56,540-46.5% | $185,849-83.7% | $86,821-65.2% |
| Participation rate | 26.7% | 65.5%-38.8pp | 81.7%-55.0pp | 72.3%-45.6pp |
| Annual return | 13.18% | 118.20%-105.0pp | 122.10%-108.9pp | 97.94%-84.8pp |
| Employer contribution / active EE | $35 | $1,844-98.1% | $5,169-99.3% | $2,406-98.5% |
| Participant deferral / active EE | $354 | $2,555-86.1% | $5,569-93.6% | $4,132-91.4% |
| Admin fee / account holder | $5 | $150-96.5% | $16,244-100.0% | $170-96.9% |