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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Account maintenance fees; Participant... | $15,622 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION SOLUTIONS INC Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $6,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $6,121 | $75,419-91.9% | $392,568-98.4% | $67,579-90.9% |
| Participation rate | 62.8% | 74.8%-12.0pp | 78.1%-15.2pp | 71.3%-8.4pp |
| Annual return | 0.00% | 36.70%-36.7pp | 24.42%-24.4pp | 378.56%-378.6pp |
| Employer contribution / active EE | $906 | $2,636-65.6% | $3,783-76.1% | $2,148-57.8% |
| Participant deferral / active EE | $2,015 | $4,347-53.6% | $5,985-66.3% | $3,539-43.1% |
| Admin fee / account holder | $71 | $114-37.3% | $6,260-98.9% | $142-49.9% |