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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $76,100 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 12 · EIN 20-3886993 | Recordkeeping fees; Recordkeeping and... | $22,396 |
Filed as: INDEPENDENT FINANCIAL GROUP Service code 17 12671 HIGH BLUFF DR. SUITE 200 · SAN DIEGO, CA 92130 | Pension Consulting | $0 |
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 | $40,522 | $82,163-50.7% | $125,363-67.7% | $64,814-37.5% |
| Participation rate | 99.2% | 77.9%+21.3pp | 82.4%+16.8pp | 71.5%+27.7pp |
| Annual return | -15.01% | 3.49%-18.5pp | 572.15%-587.2pp | 32.84%-47.8pp |
| Employer contribution / active EE | $2,988 | $3,616-17.4% | $4,815-37.9% | $2,507+19.2% |
| Participant deferral / active EE | $5,812 | $7,175-19.0% | $7,447-22.0% | $4,310+34.8% |
| Admin fee / account holder | $27 | $163-83.3% | $10,005-99.7% | $188-85.5% |