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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,304 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Plan) | $16,711 |
RUDD & COMPANY PLLC6+ years Service code 12 · EIN 82-0467399 | Other fees; Consulting (pension); Cla... | $9,778 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,959 | $54,121-61.3% | $134,143-84.4% | $73,409-71.4% |
| Participation rate | 39.9% | 64.4%-24.4pp | 72.2%-32.2pp | 72.2%-32.2pp |
| Annual return | 13.96% | -312.52%+326.5pp | 36.33%-22.4pp | 59.29%-45.3pp |
| Employer contribution / active EE | $392 | $1,402-72.1% | $3,704-89.4% | $2,234-82.5% |
| Participant deferral / active EE | $858 | $2,844-69.8% | $3,499-75.5% | $3,805-77.4% |
| Admin fee / account holder | $179 | $132+35.0% | $6,684-97.3% | $158+13.2% |