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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) | $17,780 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,125 |
Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Contract Administrator | $5,214 |
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 | $39,855 | $67,602-41.0% | $82,312-51.6% | $70,126-43.2% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.9%+23.1pp | 69.5%+30.5pp |
| Annual return | 15.86% | 21.57%-5.7pp | 25.88%-10.0pp | 73.15%-57.3pp |
| Employer contribution / active EE | $1,355 | $1,755-22.8% | $2,428-44.2% | $2,343-42.1% |
| Participant deferral / active EE | $2,852 | $2,987-4.5% | $3,706-23.0% | $3,332-14.4% |
| Admin fee / account holder | $169 | $4,512-96.3% | $5,608-97.0% | $4,645-96.4% |