Filed February 13, 2024
Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,888 |
HICKS PENSION SERVICES1 year Service code 13 3459 W SHAW AVENUE · FRESNO, CA 93711 | Contract Administrator | $1,650 |
LPA INSURANCE AGENCY INC1 year Filed as: LPA INSURANCE AGENCY Service code 26 MID ATLANTIC CAPITAL CORP · SACRAMENTO, CA 958343767 | Advisory (Participants) | $0 |
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 | $21,562 | $47,977-55.1% | $154,111-86.0% | $56,287-61.7% |
| Participation rate | 93.1% | 66.2%+26.9pp | 83.0%+10.0pp | 69.9%+23.2pp |
| Annual return | -7.45% | 3.54%-11.0pp | 735.18%-742.6pp | -9.96%+2.5pp |
| Employer contribution / active EE | $2,554 | $2,169+17.7% | $5,298-51.8% | $2,111+21.0% |
| Participant deferral / active EE | $3,525 | $2,392+47.4% | $5,081-30.6% | $3,350+5.2% |
| Admin fee / account holder | $107 | $438-75.6% | $13,411-99.2% | $521-79.5% |