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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 | Advisory (Participants) | $24,577 |
NATIONWIDE7 years Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $23,015 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $14,573 |
DUNBAR, BENDER & ZAPF, INC.7 years Service code 15 · EIN 25-1650062 400 HOLIDAY DR · PITTSBURGH, PA 15219 | Recordkeeping | $2,235 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 · EIN 74-2794194 5707 SOUTHWEST PKWY BLDG 2 #400 · AUSTIN, TX 787353300 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $50,065 | $54,245-7.7% | $93,727-46.6% | $77,762-35.6% |
| Participation rate | 28.0% | 63.9%-35.9pp | 68.7%-40.7pp | 70.6%-42.5pp |
| Annual return | 9.11% | 30.58%-21.5pp | 133.83%-124.7pp | 31.27%-22.2pp |
| Employer contribution / active EE | $401 | $1,168-65.6% | $2,421-83.4% | $2,728-85.3% |
| Participant deferral / active EE | $760 | $3,144-75.8% | $4,417-82.8% | $4,651-83.7% |
| Admin fee / account holder | $173 | $575-69.9% | $8,292-97.9% | $433-60.0% |