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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping fees; Securities brokerage | $22,561 |
JP MORGAN SECURITIES LLC1 year Filed as: JP MORGAN SECURITIES Service code 27 · EIN 13-4110995 | Advisory (Plan) | $20,842 |
HICKS PENSION SERVICES6 years Service code 13 · EIN 77-0155091 | Contract Administrator | $6,318 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,680 | $101,591-36.3% | $147,096-56.0% | $74,429-13.1% |
| Participation rate | 35.2% | 75.5%-40.4pp | 82.2%-47.0pp | 67.2%-32.1pp |
| Annual return | 14.47% | 8746.45%-8732.0pp | 419.75%-405.3pp | 1368.38%-1353.9pp |
| Employer contribution / active EE | $1,437 | $3,813-62.3% | $4,936-70.9% | $2,625-45.3% |
| Participant deferral / active EE | $2,610 | $7,302-64.3% | $8,071-67.7% | $4,348-40.0% |
| Admin fee / account holder | $167 | $1,750-90.4% | $13,005-98.7% | $1,944-91.4% |