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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,540 |
EPIC RETIREMENT PLAN SERVICES1+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping | $600 |
SIGMA FINANCIAL CORPORATION1+ years Service code 27 300 PARKLAND PLAZA · ANN ARBOR, MI 48103 | Advisory (Plan) | $0 |
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.
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 | $9,106 | $44,794-79.7% | $90,304-89.9% | $77,775-88.3% |
| Participation rate | 4.7% | 66.6%-61.9pp | 73.3%-68.6pp | 73.2%-68.6pp |
| Annual return | 0.00% | 28.23%-28.2pp | 78.13%-78.1pp | 32.58%-32.6pp |
| Employer contribution / active EE | $0 | $1,809-100.0% | $2,855-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $35 | $2,642-98.7% | $3,885-99.1% | $3,966-99.1% |
| Admin fee / account holder | $108 | $94+14.7% | $5,354-98.0% | $100+8.2% |