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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,398 |
PINNACLE PENSION SERVICES1+ years Service code 13 · EIN 82-0433443 3101 W. MAIN ST., STE. 100 · BOISE, ID 83702 | Contract Administrator | $23,267 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $12,217 |
EDWARD JONES1+ years Filed as: EDWARD D JONES & CO L P Service code 13 · EIN 43-0345811 12555 MANCHESTER ROAD · ST LOUIS, MO 63131 | Contract Administrator | $0 |
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.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $20,125 | $37,117-45.8% | $147,617-86.4% | $55,191-63.5% |
| Participation rate | 63.3% | 63.6%-0.3pp | 84.6%-21.3pp | 69.2%-5.8pp |
| Annual return | -5.55% | 3.44%-9.0pp | 61.98%-67.5pp | 10.78%-16.3pp |
| Employer contribution / active EE | $809 | $1,620-50.1% | $5,564-85.5% | $1,899-57.4% |
| Participant deferral / active EE | $1,850 | $1,985-6.8% | $4,895-62.2% | $3,046-39.3% |
| Admin fee / account holder | $24 | $86-72.0% | $11,612-99.8% | $91-73.6% |