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| Provider | Service type | Compensation |
|---|---|---|
WEALTH MANAGEMENT SYSTEMS INC3+ years Filed as: WEALTH AND PENSION SVCS GROUP, INC. Service code 28 4045 ORCHARD RD. SE · SMYRNA, GA 30080 | Investment Management | $25,873 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,854 |
PENSION FINANCIAL SERVICES, INC.3+ years Service code 13 3700 CRESTWOOD PARKWAY · DULUTH, GA 300967157 | Contract Administrator | $7,999 |
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.
Annual investment return 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.
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 | $25,274 | $62,267-59.4% | $110,243-77.1% | $55,725-54.6% |
| Participation rate | 43.3% | 78.1%-34.9pp | 79.8%-36.6pp | 70.9%-27.6pp |
| Annual return | -6.69% | -1.07%-5.6pp | 314.76%-321.4pp | 244.93%-251.6pp |
| Employer contribution / active EE | $694 | $1,941-64.2% | $3,827-81.9% | $2,078-66.6% |
| Participant deferral / active EE | $1,180 | $3,516-66.4% | $4,672-74.7% | $3,356-64.8% |
| Admin fee / account holder | $209 | $121+72.5% | $8,548-97.6% | $115+81.1% |