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| Provider | Service type | Compensation |
|---|---|---|
RH FINANCIAL GROUP LLC1+ years Service code 27 · EIN 27-1664718 2015 SPRING RD SUITE 255 · OAK BROOK, IL 60523 | Advisory (Plan) | $13,386 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,212 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $28,096 | $54,320-48.3% | $67,652-58.5% | $52,331-46.3% |
| Participation rate | 100.0% | 73.6%+26.4pp | 75.7%+24.3pp | 68.1%+31.9pp |
| Annual return | -1.78% | 6.81%-8.6pp | 6625.40%-6627.2pp | 4.54%-6.3pp |
| Employer contribution / active EE | $1,194 | $1,544-22.7% | $2,266-47.3% | $1,882-36.6% |
| Participant deferral / active EE | $2,007 | $2,950-32.0% | $3,560-43.6% | $3,022-33.6% |
| Admin fee / account holder | $129 | $527-75.6% | $4,821-97.3% | $592-78.3% |