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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $26,536 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS Service code 50 · EIN 84-0858799 200 N PACIFIC COAST HWY · EL SEGUNDO, CA 90245 | Direct Payment | $21,100 |
SENTINEL PENSION LLC3 years Service code 14 · EIN 46-0570503 6811 JEFFERSON HWY · BATON ROUGE, LA 70806 | Plan Administrator | $13,289 |
SENTINEL PENSION LLC2 years Filed as: SENTINEL PENSION Service code 14 | Plan Administrator | $2,968 |
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 | $41,264 | $52,293-21.1% | $178,498-76.9% | $73,412-43.8% |
| Participation rate | 27.2% | 65.3%-38.2pp | 81.9%-54.8pp | 72.2%-45.0pp |
| Annual return | 17.58% | 34.75%-17.2pp | 151.09%-133.5pp | 59.30%-41.7pp |
| Employer contribution / active EE | $696 | $1,735-59.9% | $5,011-86.1% | $2,234-68.9% |
| Participant deferral / active EE | $1,499 | $2,332-35.7% | $5,202-71.2% | $3,806-60.6% |
| Admin fee / account holder | $205 | $127+60.9% | $13,985-98.5% | $158+29.8% |