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| Provider | Service type | Compensation |
|---|---|---|
Service code 71 · EIN 36-4457519 555 S. PERRYVILLE RD. · ROCKFORD, IL 61125 | Brokerage Fees | $11,608 |
NATIONWIDE2+ years Service code 19 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $5,303 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $13,949 | $43,423-67.9% | $78,676-82.3% | $55,167-74.7% |
| Participation rate | 52.3% | 68.0%-15.7pp | 73.6%-21.2pp | 69.0%-16.7pp |
| Annual return | 6.78% | 11.53%-4.7pp | 62.19%-55.4pp | 169.23%-162.5pp |
| Employer contribution / active EE | $276 | $1,997-86.2% | $2,850-90.3% | $1,963-85.9% |
| Participant deferral / active EE | $1,085 | $2,509-56.8% | $3,517-69.2% | $3,054-64.5% |
| Admin fee / account holder | $131 | $416-68.6% | $4,510-97.1% | $504-74.1% |