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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,122 |
THE PENSION DESIGN GROUP4+ years Service code 15 · EIN 31-1081385 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 430856720 | Recordkeeping | $15,602 |
RPA FINANCIAL, LLC2 years Service code 27 · EIN 83-1143379 4340 REDWOOD HIWAY · SAN RAFAEL, CA 94903 | Advisory (Plan) | $11,091 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $36,141 | $91,439-60.5% | $135,974-73.4% | $71,511-49.5% |
| Participation rate | 49.8% | 75.7%-25.9pp | 81.9%-32.2pp | 67.9%-18.2pp |
| Annual return | 20.31% | 29.90%-9.6pp | 68.30%-48.0pp | 28.86%-8.5pp |
| Employer contribution / active EE | $1,712 | $3,705-53.8% | $4,859-64.8% | $2,589-33.9% |
| Participant deferral / active EE | $5,170 | $7,093-27.1% | $7,760-33.4% | $4,291+20.5% |
| Admin fee / account holder | $245 | $1,267-80.7% | $10,767-97.7% | $1,588-84.6% |