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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP2 years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $22,622 |
NATIONWIDE3+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Investment managem... | $21,933 |
Service code 27 · EIN 45-3681885 1 TRANS AM PLAZA DR SUITE 230 · VILLA PARK, IL 60181 | Advisory (Plan) | $21,752 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,458 | $155,795-89.4% | $136,298-87.9% | $69,631-76.4% |
| Participation rate | 54.8% | 75.2%-20.5pp | 81.9%-27.1pp | 70.7%-15.9pp |
| Annual return | 20.05% | 232464.33%-232444.3pp | 5156.27%-5136.2pp | 27571.02%-27551.0pp |
| Employer contribution / active EE | $930 | $2,991-68.9% | $4,696-80.2% | $2,032-54.3% |
| Participant deferral / active EE | $1,832 | $5,394-66.0% | $6,247-70.7% | $3,224-43.2% |
| Admin fee / account holder | $117 | $128-8.6% | $9,244-98.7% | $110+6.2% |