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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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,016 | $179,444-84.9% | $135,792-80.1% | - |
| Participation rate | 98.0% | 59.5%+38.5pp | 72.6%+25.4pp | - |
| Annual return | 3.55% | 15.96%-12.4pp | 25.96%-22.4pp | - |
| Employer contribution / active EE | $2,020 | $1,879+7.5% | $3,496-42.2% | - |
| Participant deferral / active EE | $407 | $3,588-88.6% | $4,759-91.4% | - |
| Admin fee / account holder | $283 | $21,474-98.7% | $12,266-97.7% | - |