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| Provider | Service type | Compensation |
|---|---|---|
THE PENSION DESIGN GROUP1+ years Service code 15 · EIN 46-2028188 | Recordkeeping | $8,782 |
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $8,474 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $33,030 | $99,957-67.0% | $149,745-77.9% | $73,497-55.1% |
| Participation rate | 50.2% | 75.7%-25.5pp | 82.5%-32.3pp | 70.7%-20.5pp |
| Annual return | 0.00% | 53.87%-53.9pp | 276.72%-276.7pp | 28.51%-28.5pp |
| Employer contribution / active EE | $1,329 | $3,191-58.4% | $4,646-71.4% | $2,270-41.5% |
| Participant deferral / active EE | $4,760 | $6,073-21.6% | $6,843-30.4% | $3,740+27.3% |
| Admin fee / account holder | $125 | $551-77.3% | $9,312-98.7% | $513-75.6% |