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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,645 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $8,534 |
Filed as: RAYMOND JAMES FINANCIAL SRVCS Service code 27 PO BOX · ST. PETERSEBURG, FL 337334527 | Advisory (Plan) | $6,753 |
PENSION STRATEGIES, LLC1 year Filed as: PENSION STRATEGIES Service code 49 · EIN 20-0333992 | Other Services | $130 |
Filed as: AMERIPRISE Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Plan) | $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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $120,796 | $52,884+128.4% | $84,750+42.5% | $55,167+119.0% |
| Participation rate | 9.1% | 67.5%-58.4pp | 76.6%-67.5pp | 69.0%-59.9pp |
| Annual return | 7.53% | 18.03%-10.5pp | 22.78%-15.2pp | 169.23%-161.7pp |
| Employer contribution / active EE | $254 | $2,233-88.6% | $3,574-92.9% | $1,963-87.1% |
| Participant deferral / active EE | $969 | $2,644-63.3% | $3,712-73.9% | $3,054-68.3% |
| Admin fee / account holder | $0 | $581-100.0% | $5,332-100.0% | $504-100.0% |