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| Provider | Service type | Compensation |
|---|---|---|
THE PENSION DESIGN GROUP5+ years Service code 15 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Recordkeeping | $13,935 |
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,717 |
RPA FINANCIAL LLC3 years Filed as: RPA FINANCIAL, LLC Service code 27 · EIN 83-1143379 4340 REDWOOD HIWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $3,069 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $43,626 | $101,499-57.0% | $147,005-70.3% | $74,546-41.5% |
| Participation rate | 48.7% | 75.5%-26.8pp | 82.2%-33.4pp | 67.2%-18.5pp |
| Annual return | 12.84% | 8732.34%-8719.5pp | 418.76%-405.9pp | 1366.03%-1353.2pp |
| Employer contribution / active EE | $1,838 | $3,811-51.8% | $4,934-62.7% | $2,624-30.0% |
| Participant deferral / active EE | $5,854 | $7,304-19.9% | $8,070-27.5% | $4,347+34.7% |
| Admin fee / account holder | $178 | $1,748-89.8% | $13,006-98.6% | $1,944-90.8% |