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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $39,577 |
RUSS BALZARINI4+ 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 FULBRIGHT3+ years Filed as: NORTON RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $5,906 |
CAMBRIDGE INVESTMENT RESEARCH3+ 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.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,172 | $44,873-21.6% | $79,466-55.7% | $56,287-37.5% |
| Participation rate | 52.3% | 68.7%-16.5pp | 73.3%-21.1pp | 69.9%-17.6pp |
| Annual return | -7.17% | 0.81%-8.0pp | 718.28%-725.4pp | -9.96%+2.8pp |
| Employer contribution / active EE | $0 | $2,140-100.0% | $2,800-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $2,471 | $2,746-10.0% | $3,704-33.3% | $3,350-26.2% |
| Admin fee / account holder | $233 | $418-44.2% | $5,104-95.4% | $521-55.2% |