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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping and information managem... | $22,621 |
PENSION ASSURANCE LLP1 year Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD NE · ALBUQUERQUE, NM 871104150 | Claims processing; Contract Administr... | $5,752 |
Filed as: CETERA ADVISOR NETWORKS, LLC Service code 22 | Insurance Broker | $0 |
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).
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 | $12,316 | $45,050-72.7% | $63,018-80.5% | $70,126-82.4% |
| Participation rate | 70.7% | 69.5%+1.1pp | 74.8%-4.2pp | 69.5%+1.1pp |
| Annual return | 7.90% | 18.76%-10.9pp | 87.62%-79.7pp | 73.15%-65.3pp |
| Employer contribution / active EE | $1,314 | $2,052-35.9% | $2,761-52.4% | $2,343-43.9% |
| Participant deferral / active EE | $1,384 | $2,466-43.9% | $3,330-58.4% | $3,332-58.5% |
| Admin fee / account holder | $268 | $2,834-90.6% | $3,601-92.6% | $4,645-94.2% |