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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $48,780 |
KIMBERLIN COMPANY, PLLC2 years Service code 10 · EIN 45-5497718 7517 S MCCLINTOCK, SUITE 107 · TEMPE, AZ 85283 | Accounting | $7,900 |
NORTON ROSE FULBRIGHT5+ years Filed as: NORTON RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $6,533 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Service code 52 1776 PLEASANT PLAIN RD · FAIRFIELD, 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $56,254 | $66,124-14.9% | $90,440-37.8% | $73,493-23.5% |
| Participation rate | 51.6% | 69.7%-18.1pp | 72.7%-21.1pp | 70.7%-19.1pp |
| Annual return | 13.42% | 17.65%-4.2pp | 1294.38%-1281.0pp | 28.51%-15.1pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,263-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,261 | $3,039-25.6% | $3,964-43.0% | $3,740-39.5% |
| Admin fee / account holder | $264 | $396-33.4% | $5,615-95.3% | $513-48.6% |