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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $34,098 |
RUSS BALZARINI3+ 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 FULBRIGHT2+ years Filed as: NORTON RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $4,873 |
CAMBRIDGE INVESTMENT RESEARCH2+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $33,567 | $50,637-33.7% | $86,582-61.2% | $62,293-46.1% |
| Participation rate | 60.3% | 67.9%-7.6pp | 73.5%-13.2pp | 69.5%-9.2pp |
| Annual return | 14.05% | 20.80%-6.8pp | 965.08%-951.0pp | 28.90%-14.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,473 | $2,611-5.3% | $3,609-31.5% | $3,169-22.0% |
| Admin fee / account holder | $188 | $413-54.5% | $4,904-96.2% | $479-60.8% |