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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 38 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $4,530 |
PENSION ASSURANCE LLP9 years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N KELLEY AVENUE · OKLAHOMA CITY, OK 73131 | Contract Administrator | $393 |
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 | $187,323 | $60,454+209.9% | $81,844+128.9% | $74,459+151.6% |
| Participation rate | 81.3% | 63.0%+18.3pp | 72.4%+8.9pp | 67.2%+14.0pp |
| Annual return | 12.02% | 16.87%-4.9pp | 778.87%-766.9pp | 1369.70%-1357.7pp |
| Employer contribution / active EE | $3,296 | $2,630+25.4% | $2,916+13.0% | $2,626+25.5% |
| Participant deferral / active EE | $6,754 | $3,398+98.7% | $4,323+56.2% | $4,350+55.3% |
| Admin fee / account holder | $0 | $1,490-100.0% | $7,355-100.0% | $1,945-100.0% |