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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $12,663 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SERVICE, INC. Service code 34 · EIN 06-0874394 127 WASHINGTON AVENUE · NORTH HAVEN, CT 064731715 | Redemption fees; Valuation (appraisal... | $2,304 |
CAMBRIDGE INVESTMENT RESEARCH2+ years Service code 28 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 525568757 | Investment Management | $0 |
TBS AGENCY INC1 year Filed as: TBS AGENCY, INC. Service code 22 1776 PLEASANT PLANI ROAD · FAIRFIELD, IA 525568757 | Insurance Broker | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,999 | $55,453-51.3% | $170,435-84.2% | $62,293-56.7% |
| Participation rate | 41.6% | 66.4%-24.8pp | 83.6%-42.0pp | 69.5%-27.9pp |
| Annual return | 9.10% | 21.38%-12.3pp | 205.94%-196.8pp | 28.90%-19.8pp |
| Employer contribution / active EE | $147 | $2,164-93.2% | $5,432-97.3% | $2,042-92.8% |
| Participant deferral / active EE | $689 | $2,303-70.1% | $4,939-86.1% | $3,169-78.3% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |