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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,892 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Plan) | $23,538 |
RUDD & COMPANY PLLC9+ years Service code 12 · EIN 82-0467399 | Other fees; Consulting (pension); Cla... | $11,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,392 | $53,344-50.5% | $121,169-78.2% | $74,440-64.5% |
| Participation rate | 39.5% | 60.0%-20.5pp | 69.5%-30.0pp | 70.7%-31.2pp |
| Annual return | 15.30% | 35.15%-19.9pp | 986.71%-971.4pp | 34.37%-19.1pp |
| Employer contribution / active EE | $513 | $1,898-73.0% | $4,168-87.7% | $2,638-80.5% |
| Participant deferral / active EE | $1,179 | $3,221-63.4% | $4,083-71.1% | $4,529-74.0% |
| Admin fee / account holder | $222 | $382-42.0% | $5,645-96.1% | $348-36.3% |