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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,185 |
EPIC RETIREMENT PLAN SERVICES2+ years Filed as: RETIREMENT PLAN CONCEPTS & SERVICES Service code 15 10319 DAWSONS CREEK BLVD · FORT WAYNE, IN 46825 | Recordkeeping | $2,175 |
SIGMA FINANCIAL CORPORATION2+ 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.
Employer 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 | $11,946 | $47,634-74.9% | $90,440-86.8% | $90,274-86.8% |
| Participation rate | 8.1% | 67.5%-59.4pp | 72.7%-64.6pp | 73.4%-65.2pp |
| Annual return | 109.05% | 19.61%+89.4pp | 1294.38%-1185.3pp | 53.97%+55.1pp |
| Employer contribution / active EE | $0 | $1,749-100.0% | $3,263-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $108 | $2,824-96.2% | $3,964-97.3% | $4,231-97.4% |
| Admin fee / account holder | $163 | $106+53.9% | $5,615-97.1% | $114+43.1% |