Filed November 3, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $71,269 |
Filed as: PANAGIOTU PENSION ADVISORS Service code 50 · EIN 91-1463664 7350 CIRQUE DR. W., SUITE 201 · UNIVERSITY PLACE, WA 98467 | Direct Payment | $2,500 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $86,581 | $89,364-3.1% | $141,177-38.7% | $72,983+18.6% |
| Participation rate | 86.8% | 75.1%+11.7pp | 82.5%+4.4pp | 69.5%+17.4pp |
| Annual return | 1.83% | 111.86%-110.0pp | 71.40%-69.6pp | 81.01%-79.2pp |
| Employer contribution / active EE | $4,038 | $3,115+29.7% | $4,736-14.7% | $2,440+65.5% |
| Participant deferral / active EE | $9,507 | $5,419+75.5% | $6,710+41.7% | $3,608+163.5% |
| Admin fee / account holder | $677 | $5,959-88.6% | $10,263-93.4% | $5,124-86.8% |