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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 18 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Custodial (other than securities); Ac... | $34,684 |
PENSION ASSURANCE LLP2+ years Filed as: PENSION SOLUTIONS INC Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $14,531 |
Filed as: IRON-CO-FID --TRADITIONAL Service code 27 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $2,016 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,410 | $82,093-89.8% | $379,746-97.8% | $73,412-88.5% |
| Participation rate | 67.4% | 76.8%-9.4pp | 78.4%-11.0pp | 72.2%-4.8pp |
| Annual return | 30.21% | 18.89%+11.3pp | 34.90%-4.7pp | 59.30%-29.1pp |
| Employer contribution / active EE | $983 | $2,847-65.5% | $3,540-72.2% | $2,234-56.0% |
| Participant deferral / active EE | $2,252 | $4,697-52.1% | $6,024-62.6% | $3,806-40.8% |
| Admin fee / account holder | $111 | $128-13.1% | $7,927-98.6% | $158-29.7% |