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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DEMARS PENSION CONSULTING SERVICES, Service code 10 · EIN 48-0890241 | Accounting | $8,824 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,901 |
Filed as: HAUSER RETIREMENT SOLUTIONS, LLC Service code 26 8260 NORTHCREEK DRIVE, SUITE 200 · CINCINNATTI, OH 45236 | Advisory (Participants) | $1,875 |
Filed as: IRON-CO-FID- COMPREHANSIVE Service code 26 · EIN 26-2409128 | Advisory (Participants) | $554 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,688 | $72,404-82.5% | $110,241-88.5% | $64,181-80.2% |
| Participation rate | 55.2% | 73.3%-18.2pp | 79.8%-24.6pp | 69.6%-14.4pp |
| Annual return | 10.58% | -6.29%+16.9pp | 314.75%-304.2pp | 7.63%+2.9pp |
| Employer contribution / active EE | $770 | $2,282-66.2% | $3,827-79.9% | $2,381-67.6% |
| Participant deferral / active EE | $1,938 | $3,469-44.1% | $4,672-58.5% | $3,470-44.1% |
| Admin fee / account holder | $270 | $5,664-95.2% | $8,548-96.8% | $4,887-94.5% |