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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-2674388 2015 SPRING RD SUITE 230 · OAK BROOK, IL 60523 | Advisory (Plan) | $15,877 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,458 |
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 | $35,130 | $60,349-41.8% | $74,184-52.6% | $62,881-44.1% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 11.95% | 21.38%-9.4pp | 17.74%-5.8pp | 20.14%-8.2pp |
| Employer contribution / active EE | $1,267 | $1,680-24.6% | $2,370-46.6% | $2,281-44.5% |
| Participant deferral / active EE | $2,632 | $2,856-7.9% | $3,550-25.9% | $3,203-17.8% |
| Admin fee / account holder | $144 | $4,261-96.6% | $5,586-97.4% | $4,296-96.7% |