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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $168,899 |
CONCORDE ASSET MANAGEMENT2 years Filed as: CONCORDE INS AGENCY, INC. Service code 26 | Advisory (Participants) | $47,683 |
Filed as: AMERIPRISE FINANCIAL Service code 26 | Advisory (Participants) | $35,711 |
PENTEGRA SERVICES, INC.3 years Filed as: A P S - PENTEGRA Service code 64 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 430049297 | Recordkeeping Fees | $26,591 |
IRON-CO-FID-COMPREHENSIVE3 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 51 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $12,873 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
THE CONCORD ADVISORY GROUP2 years Filed as: CONCORD INS AGENCY, INC. Service code 26 1120 E LONG LAKE RD STE 207 · TROY, MA 48085 | Advisory (Participants) | $0 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $29,345 | $73,404-60.0% | $87,104-66.3% | $67,579-56.6% |
| Participation rate | 79.1% | 80.9%-1.8pp | 76.9%+2.2pp | 71.3%+7.8pp |
| Annual return | 77.35% | 48.29%+29.1pp | 28.19%+49.2pp | 378.56%-301.2pp |
| Employer contribution / active EE | $375 | $2,014-81.4% | $2,521-85.1% | $2,148-82.5% |
| Participant deferral / active EE | $3,359 | $3,913-14.1% | $4,048-17.0% | $3,539-5.1% |
| Admin fee / account holder | $0 | $142-100.0% | $7,491-100.0% | $142-100.0% |