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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 51 · EIN 31-4156830 | Investment Mgmt Fees | $18,442 |
BURKE & SCHINDLER, PLL4+ years Service code 15 · EIN 31-1452011 | Recordkeeping | $17,280 |
BARNES, IACCARINO & SHEPHERD LLP5+ years Filed as: BARNES DENNIG Service code 10 · EIN 31-1119890 | Accounting | $8,400 |
IRON-CO-FID-COMPREHENSIVE5+ years Filed as: IRON FINANCIAL Service code 31 · EIN 26-2409128 | Named fiduciary | $1,243 |
Filed as: LINCOLN FINANCIAL ADVISORS Service code 55 · EIN 35-0472300 | Other Commissions | $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.
Employer 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).
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 | $39,539 | $88,122-55.1% | $141,191-72.0% | $67,579-41.5% |
| Participation rate | 14.5% | 76.5%-61.9pp | 82.5%-67.9pp | 71.3%-56.8pp |
| Annual return | 19.16% | 75.40%-56.2pp | 71.41%-52.2pp | 378.56%-359.4pp |
| Employer contribution / active EE | $34 | $3,224-98.9% | $4,736-99.3% | $2,148-98.4% |
| Participant deferral / active EE | $550 | $5,958-90.8% | $6,710-91.8% | $3,539-84.5% |
| Admin fee / account holder | $0 | $131-100.0% | $10,264-100.0% | $142-100.0% |