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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,130 |
Filed as: MML RETIREMENT SERVICES LLC Service code 15 · EIN 26-1589907 P.O. BOX 55274 · BOSTON, MA 022055274 | Recordkeeping | $1,680 |
LEGACY BENEFIT SERVICES2+ years Filed as: LEGACY BENEFIT SERVICES LLC Service code 63 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | 12b-1 Fees | $1,640 |
Filed as: LEAFHOUSE FINANCIAL ADVISORS Service code 27 · EIN 26-4311657 BLDG 5 STE 405 · AUSTIN, TX 78730 | Advisory (Plan) | $598 |
Filed as: CAMBRIDGE INVESTMENT RESRCH Service code 49 · EIN 42-1445429 | Other Services | $0 |
Filed as: MML INVESTOR SERVICES, LLC Service code 15 · EIN 04-2746212 P O BOX 219062 · KANSAS CITY, MO 641219062 | Recordkeeping | $0 |
MORNINGSTAR2+ years Filed as: MORNINGSTAR ASSOCIATES, LLC Service code 49 · EIN 36-4317381 | Other Services | $0 |
RELIANCE TRUST COMPANY2+ years Service code 19 · EIN 58-1428634 | Securities Custodian | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,061 | $74,552-73.1% | $62,995-68.2% | $69,631-71.2% |
| Participation rate | 57.7% | 78.3%-20.6pp | 74.8%-17.1pp | 70.7%-13.0pp |
| Annual return | 11.99% | 15.77%-3.8pp | 87.57%-75.6pp | 27571.02%-27559.0pp |
| Employer contribution / active EE | $1,542 | $2,929-47.4% | $2,759-44.1% | $2,032-24.1% |
| Participant deferral / active EE | $884 | $2,974-70.3% | $3,329-73.5% | $3,224-72.6% |
| Admin fee / account holder | $247 | $59+316.1% | $3,600-93.1% | $110+123.8% |