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| Provider | Service type | Compensation |
|---|---|---|
TAYLOR SECURITIES2+ years Filed as: TAYLOR SECURITIES, INC. Service code 27 · EIN 62-1254593 100 WINNERS CIRCLE, NORTH · BRENTWOOD, TN 37027 | Advisory (Plan) | $24,758 |
NATIONWIDE2+ years Service code 15 · EIN 20-0937408 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,343 |
QUALIFIED PLANS, LLC2+ years Filed as: QUALIFIED RETIREMENT SOLUTIONS Service code 13 · EIN 62-1281073 100 WINNERS CIRCLE, NORTH · BRENTWOOD, TN 37027 | Contract Administrator | $750 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,959 | $65,453-31.3% | $86,698-48.1% | $66,938-32.8% |
| Participation rate | 66.4% | 75.5%-9.1pp | 76.6%-10.2pp | 69.8%-3.4pp |
| Annual return | -15.54% | -10.89%-4.7pp | 35.95%-51.5pp | 1.58%-17.1pp |
| Employer contribution / active EE | $1,545 | $2,154-28.3% | $2,837-45.5% | $2,545-39.3% |
| Participant deferral / active EE | $3,200 | $4,102-22.0% | $4,656-31.3% | $4,238-24.5% |
| Admin fee / account holder | $0 | $642-100.0% | $7,493-100.0% | $594-100.0% |