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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $15,424 |
DUNBAR, BENDER & ZAPF, INC.10+ years Service code 14 · EIN 25-1650062 437 GRANT ST STE 1100 · PITTSBURGH, PA 15219 | Plan Administrator | $11,900 |
CETERA ADVISOR NETWORKS LLC3 years Filed as: CETERA ADVISORS LLC Service code 27 · EIN 84-0858799 400 FIRST ST S STE 300 · SAINT CLOUD, MN 56301 | Advisory (Plan) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,016 | $181,004-85.1% | $153,416-82.4% | - |
| Participation rate | 98.0% | 58.9%+39.0pp | 74.3%+23.6pp | - |
| Annual return | 3.55% | 7.93%-4.4pp | 17.84%-14.3pp | - |
| Employer contribution / active EE | $2,020 | $1,877+7.6% | $3,764-46.3% | - |
| Participant deferral / active EE | $407 | $3,727-89.1% | $4,723-91.4% | - |
| Admin fee / account holder | $283 | $33,727-99.2% | $13,095-97.8% | - |