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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,481 |
THE HASLAUER GROUP, INC.5+ years Service code 15 · EIN 72-1396122 2400 VETERANS MEMORIAL BOULEVARD · KENNER, LA 70065 | Recordkeeping | $4,961 |
KESTRA INVESTMENT SERVICES LLC5+ years Service code 22 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Insurance Broker | $0 |
NFP RETIREMENT INC5+ years Filed as: NFP INSURANCE SERVICES INC Service code 22 5707 SOUTHWEST PKWY · AUSTIN, TX 78735 | Insurance Broker | $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.
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 | $16,270 | $129,227-87.4% | $184,260-91.2% | $77,736-79.1% |
| Participation rate | 52.2% | 87.4%-35.2pp | 86.8%-34.7pp | 70.6%-18.4pp |
| Annual return | 12.60% | 33.24%-20.6pp | 28.84%-16.2pp | 31.26%-18.7pp |
| Employer contribution / active EE | $0 | $4,412-100.0% | $6,427-100.0% | $2,728-100.0% |
| Participant deferral / active EE | $1,048 | $7,307-85.7% | $9,133-88.5% | $4,651-77.5% |
| Admin fee / account holder | $26 | $256-89.9% | $13,898-99.8% | $433-94.1% |