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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 12 ONE NATIONWIDE PLAZA · COLUMUBS, OH 43215 | Contract Administrator; Participant l... | $27,648 |
MMA SECURITIES LLC2 years Filed as: MMA SECURITIES LLC PEARTREE Service code 27 1166 AVENUE OF AMERICAS · NEW YORK, NY 10036 | Advisory (Plan) | $21,318 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,090 | $46,332+18.9% | $143,799-61.7% | $64,819-15.0% |
| Participation rate | 43.1% | 64.2%-21.2pp | 80.3%-37.3pp | 71.5%-28.4pp |
| Annual return | -18.52% | -10.05%-8.5pp | -0.04%-18.5pp | 32.84%-51.4pp |
| Employer contribution / active EE | $1,820 | $1,911-4.7% | $4,952-63.2% | $2,507-27.4% |
| Participant deferral / active EE | $3,574 | $2,647+35.0% | $5,638-36.6% | $4,311-17.1% |
| Admin fee / account holder | $265 | $154+72.0% | $14,677-98.2% | $188+40.9% |