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| Provider | Service type | Compensation |
|---|---|---|
RES CONTRACTORS, LLC1 year Service code 28 | Investment Management | $9,759 |
SECOND LINE CAPITAL LLC1 year Service code 28 · EIN 92-3387385 | Investment Management | $8,560 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $3,511 |
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $634 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $135 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, LA 55474 | Advisory (Participants) | $0 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 28 · EIN 41-0973005 50082 AMERIPRISE · MINNEAPOLIS, LA 55474 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,633 | $81,446-79.6% | $103,374-83.9% | $80,874-79.4% |
| Participation rate | 48.6% | 66.9%-18.2pp | 74.5%-25.9pp | 67.6%-19.0pp |
| Annual return | 11.27% | 25.57%-14.3pp | 24.89%-13.6pp | 35.62%-24.3pp |
| Employer contribution / active EE | $0 | $3,107-100.0% | $3,869-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,684 | $3,870-30.7% | $5,058-46.9% | $4,297-37.5% |
| Admin fee / account holder | $77 | $6,715-98.8% | $8,394-99.1% | $6,935-98.9% |