Filed December 21, 2023 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $8,476 |
PENSION ASSURANCE LLP3+ years Filed as: PENSION SOLUTIONS Service code 13 · EIN 73-1521434 9400 N BROADWAY, SUITE 410 · OKLAHOMA CITY, OK 73114 | Contract Administrator | $5,987 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,151 | $55,453-79.9% | $170,435-93.5% | $62,293-82.1% |
| Participation rate | 34.9% | 66.4%-31.5pp | 83.6%-48.7pp | 69.5%-34.6pp |
| Annual return | 21.00% | 21.38%-0.4pp | 205.94%-184.9pp | 28.90%-7.9pp |
| Employer contribution / active EE | $410 | $2,164-81.1% | $5,432-92.5% | $2,042-79.9% |
| Participant deferral / active EE | $527 | $2,303-77.1% | $4,939-89.3% | $3,169-83.4% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |