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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $28,765 |
RUSS BALZARINI2+ years Filed as: RUSS KIMBERLIN, CPA PLLC Service code 10 · EIN 45-5497718 6150 W GILA SPRINGS PLACE 324 · CHANDLER, AL 85226 | Accounting | $7,900 |
NORTON ROSE FULBRIGHT1+ years Filed as: NORTON RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $4,529 |
CAMBRIDGE INVESTMENT RESEARCH1+ years Service code 52 1776 PLEASANT PLAIN RD · FARIFIELD, IA 825568757 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,972 | $43,423-37.9% | $78,676-65.7% | $55,167-51.1% |
| Participation rate | 63.9% | 68.0%-4.1pp | 73.6%-9.6pp | 69.0%-5.1pp |
| Annual return | 4.56% | 11.53%-7.0pp | 62.19%-57.6pp | 169.23%-164.7pp |
| Employer contribution / active EE | $0 | $1,997-100.0% | $2,850-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,207 | $2,509-12.0% | $3,517-37.3% | $3,054-27.7% |
| Admin fee / account holder | $176 | $416-57.7% | $4,510-96.1% | $504-65.1% |