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| Provider | Service type | Compensation |
|---|---|---|
ARIZONA WEALTH ADVISORS, LLC1+ years Service code 26 · EIN 65-1183696 8813 N. 85TH PL · SCOTTSDALE, AR 85258 | Advisory (Participants) | $12,038 |
NATIONWIDE1+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $2,119 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,039 | $46,360-63.2% | $147,617-88.5% | $52,331-67.4% |
| Participation rate | 48.1% | 64.9%-16.9pp | 84.6%-36.6pp | 68.1%-20.0pp |
| Annual return | -1.93% | 1.62%-3.5pp | 61.98%-63.9pp | 4.54%-6.5pp |
| Employer contribution / active EE | $622 | $2,126-70.8% | $5,564-88.8% | $1,882-67.0% |
| Participant deferral / active EE | $1,262 | $2,258-44.1% | $4,895-74.2% | $3,022-58.2% |
| Admin fee / account holder | $158 | $766-79.3% | $11,612-98.6% | $592-73.2% |