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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage; Recordkeeping fees | $5,621 |
HICKS PENSION SERVICES2 years Service code 12 555 CHORRO ST, SUITE C · SAN LUIS OBISPO, CA 93405 | Contract Administrator; Claims proces... | $1,400 |
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 | $33,945 | $99,957-66.0% | $149,715-77.3% | $73,493-53.8% |
| Participation rate | 23.8% | 75.7%-51.9pp | 82.5%-58.7pp | 70.7%-46.9pp |
| Annual return | 15.00% | 53.87%-38.9pp | 276.66%-261.7pp | 28.51%-13.5pp |
| Employer contribution / active EE | $925 | $3,191-71.0% | $4,645-80.1% | $2,270-59.2% |
| Participant deferral / active EE | $1,758 | $6,073-71.1% | $6,842-74.3% | $3,740-53.0% |
| Admin fee / account holder | $45 | $551-91.8% | $9,310-99.5% | $513-91.2% |