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| Provider | Service type | Compensation |
|---|---|---|
PENSION ASSURANCE LLP5 years Filed as: THE PENSION SPECIALISTS, LTD. Service code 13 · EIN 36-3592542 10501 NORTH 2ND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $32,320 |
Filed as: SHERIDAN ROAD ADVISORS. LLC Service code 27 · EIN 13-4284240 707 SKOKIE BLVD SUITE 400 · NORTHBROOK, IL 60062 | Advisory (Plan) | $30,213 |
NATIONWIDE6+ years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing; Securities brokera... | $9,653 |
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.
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 | $26,244 | $100,801-74.0% | $149,730-82.5% | $73,412-64.3% |
| Participation rate | 51.6% | 77.7%-26.1pp | 82.5%-30.9pp | 72.2%-20.6pp |
| Annual return | 18.83% | 265.34%-246.5pp | 276.70%-257.9pp | 59.30%-40.5pp |
| Employer contribution / active EE | $1,200 | $3,312-63.8% | $4,645-74.2% | $2,234-46.3% |
| Participant deferral / active EE | $2,126 | $6,404-66.8% | $6,843-68.9% | $3,806-44.1% |
| Admin fee / account holder | $122 | $181-32.7% | $9,310-98.7% | $158-23.0% |