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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIOWIDE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $68,048 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Plan) | $0 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,248 | $37,117-26.6% | $147,617-81.5% | $55,191-50.6% |
| Participation rate | 82.8% | 63.6%+19.2pp | 84.6%-1.8pp | 69.2%+13.6pp |
| Annual return | -1.73% | 3.44%-5.2pp | 61.98%-63.7pp | 10.78%-12.5pp |
| Employer contribution / active EE | $2,741 | $1,620+69.1% | $5,564-50.7% | $1,899+44.3% |
| Participant deferral / active EE | $2,028 | $1,985+2.1% | $4,895-58.6% | $3,046-33.4% |
| Admin fee / account holder | $36 | $86-57.6% | $11,612-99.7% | $91-60.0% |