See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
LEGACY BENEFIT SERVICES2+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $22,275 |
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,198 |
Filed as: MML INSURANCE AGENCY Service code 27 · EIN 04-1590850 PO BOX 8089 · BOSTON, MA 022668089 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,296 | $23,385-43.1% | $69,182-80.8% | $57,658-76.9% |
| Participation rate | 49.8% | 37.9%+11.9pp | 55.1%-5.3pp | 70.2%-20.4pp |
| Annual return | 7.30% | -659.34%+666.6pp | -21.93%+29.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $108 | $422-74.4% | $1,206-91.0% | $1,974-94.5% |
| Participant deferral / active EE | $1,167 | $843+38.5% | $1,897-38.5% | $3,061-61.9% |
| Admin fee / account holder | $100 | $82+21.4% | $2,697-96.3% | $95+5.5% |