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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,688 |
SECURITIES AMERICA INC2 years Filed as: M & T SECURITIES Service code 55 285 DELAWARE AVENUE · BUFFALO, NY 14202 | Other Commissions | $7,129 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,110 | $52,639-61.8% | $185,117-89.1% | $62,293-67.7% |
| Participation rate | 51.2% | 63.9%-12.7pp | 77.3%-26.1pp | 69.5%-18.3pp |
| Annual return | 18.61% | 19.57%-1.0pp | 40.50%-21.9pp | 28.90%-10.3pp |
| Employer contribution / active EE | $133 | $1,483-91.0% | $4,182-96.8% | $2,042-93.5% |
| Participant deferral / active EE | $2,655 | $3,097-14.3% | $5,045-47.4% | $3,169-16.2% |
| Admin fee / account holder | $20 | $374-94.7% | $8,159-99.8% | $479-95.9% |