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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,921 |
HERBEIN & COMPANY, INC.2+ years Filed as: HERBEIN & COMPANY Service code 10 · EIN 23-2415973 ONE NORTH SHORE CENTER · PITTSBURGH, PA 15212 | Accounting | $13,606 |
DUNBAR, BENDER & ZAPF, INC.2+ years Service code 15 · EIN 25-1650062 SUITE 1100 · PITTSBURGH, PA 15219 | Recordkeeping | $900 |
LPL FINANCIAL2+ years Filed as: LPL FINANCIAL, LLC Service code 99 PO BOX 509026 · SAN DIEGO, CA 921503091 | Other Fees | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $16,057 | $57,828-72.2% | $117,039-86.3% | $70,126-77.1% |
| Participation rate | 100.0% | 67.1%+32.9pp | 77.2%+22.8pp | 69.5%+30.5pp |
| Annual return | 8.41% | 17.55%-9.1pp | 18.95%-10.5pp | 73.15%-64.7pp |
| Employer contribution / active EE | $2,410 | $1,816+32.7% | $3,785-36.3% | $2,343+2.9% |
| Participant deferral / active EE | $425 | $2,438-82.6% | $3,929-89.2% | $3,332-87.2% |
| Admin fee / account holder | $224 | $3,548-93.7% | $5,974-96.2% | $4,645-95.2% |