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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE SECURITIES LLC - IA Service code 15 10 W NATIONWIDE BLVD 5-01-103 · COLUMBUS, OH 432154329 | Recordkeeping | $56,884 |
Filed as: PENSION FINANCIAL SERVICES INC Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $5,524 |
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 | $59,846 | $55,449+7.9% | $83,850-28.6% | $56,287+6.3% |
| Participation rate | 66.9% | 68.0%-1.1pp | 76.1%-9.2pp | 69.9%-2.9pp |
| Annual return | -7.46% | -1.38%-6.1pp | 850.92%-858.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $5,045 | $2,430+107.6% | $3,631+39.0% | $2,111+139.0% |
| Participant deferral / active EE | $5,048 | $2,935+71.9% | $4,082+23.7% | $3,350+50.7% |
| Admin fee / account holder | $22 | $656-96.6% | $5,478-99.6% | $521-95.7% |