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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $49,119 |
PENSION ASSURANCE LLP7+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 10 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871104150 | Accounting | $42,292 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 26 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $12,376 |
EIDE BAILLY LLP1 year Service code 10 · EIN 45-0250958 | Accounting | $10,000 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $0 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,057 | $104,336-77.9% | $159,474-85.5% | $86,821-73.4% |
| Participation rate | 70.5% | 77.7%-7.2pp | 82.8%-12.3pp | 72.3%-1.8pp |
| Annual return | 16.04% | 26.32%-10.3pp | 263.68%-247.6pp | 97.94%-81.9pp |
| Employer contribution / active EE | $546 | $3,451-84.2% | $4,831-88.7% | $2,406-77.3% |
| Participant deferral / active EE | $1,845 | $6,837-73.0% | $7,353-74.9% | $4,132-55.3% |
| Admin fee / account holder | $245 | $172+42.4% | $10,802-97.7% | $170+44.6% |