Filed September 24, 2019
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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC2 years Filed as: ROUSH INVESTMENT LLC Service code 51 · EIN 27-2442764 | Investment Mgmt Fees | $30,750 |
PENTEGRA SERVICES, INC.2 years Filed as: APS-PENTEGRA Service code 14 · EIN 13-3892096 5350 SEVENTY SEVEN CENTER DR · CHARLOTTE, NC 28217 | Plan Administrator | $8,902 |
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,688 |
Filed as: IRON FIDUCIARY Service code 26 · EIN 99-9552241 | Advisory (Participants) | $3,071 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE AGENCY, INC. Service code 15 | Recordkeeping | $2,263 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $614 |
PENTEGRA SERVICES, INC.1 year Filed as: PENTEGRA INSURANCE ANGENCY Service code 14 · EIN 13-3892096 DBA APS - PENTEGRA · CHARLOTTE, NC 28217 | Plan Administrator | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Assets per participant exceed $250,000 - top-decile high-value plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $879,606 | $110,379+696.9% | $102,412+758.9% | $145,884+503.0% |
| Participation rate | 0.0% | 77.9%-77.9pp | 74.5%-74.5pp | 80.3%-80.3pp |
| Annual return | -4.54% | 24.84%-29.4pp | 24.94%-29.5pp | 551.85%-556.4pp |
| Employer contribution / active EE | $4,171 | $4,216-1.1% | $3,870+7.8% | $4,662-10.5% |
| Participant deferral / active EE | $8,215 | $5,622+46.1% | $5,060+62.3% | $6,690+22.8% |
| Admin fee / account holder | $6,256 | $9,745-35.8% | $8,388-25.4% | $13,392-53.3% |