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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,222 |
LEGACY BENEFIT SERVICES6+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD STE350 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,624 |
CAMBRIDGE INVESTMENT RESEARCH6+ years Filed as: CAMBRIDGE Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,508 | $35,986+18.1% | $77,482-45.1% | $73,488-42.2% |
| Participation rate | 31.0% | 40.8%-9.9pp | 54.2%-23.2pp | 70.7%-39.7pp |
| Annual return | 16.62% | 19.26%-2.6pp | 54.79%-38.2pp | 28.51%-11.9pp |
| Employer contribution / active EE | $610 | $557+9.5% | $986-38.1% | $2,270-73.1% |
| Participant deferral / active EE | $1,067 | $1,198-10.9% | $1,861-42.7% | $3,740-71.5% |
| Admin fee / account holder | $242 | $466-48.1% | $2,858-91.5% | $513-52.8% |