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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $52,286 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 28 · EIN 26-2409128 | Investment Management | $10,384 |
ASSOCIATED PENSION CONSULTANTS2+ years Filed as: ASSOCIATED PENSION CONSULTANTS, INC Service code 13 · EIN 11-3271022 | Contract Administrator | $8,894 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INS CO Service code 13 | Contract Administrator | $1,795 |
CETERA ADVISOR NETWORKS LLC2+ years Service code 55 · EIN 95-3845382 | Other Commissions | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,396 | $71,802-27.0% | $133,975-60.9% | $57,658-9.1% |
| Participation rate | 52.4% | 85.5%-33.1pp | 87.1%-34.7pp | 70.2%-17.8pp |
| Annual return | 6.21% | 13.51%-7.3pp | 29.29%-23.1pp | 5.13%+1.1pp |
| Employer contribution / active EE | $60 | $3,161-98.1% | $5,211-98.8% | $1,974-97.0% |
| Participant deferral / active EE | $2,465 | $4,606-46.5% | $6,282-60.8% | $3,061-19.5% |
| Admin fee / account holder | $0 | $88-100.0% | $9,324-100.0% | $95-100.0% |