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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) | $19,617 |
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,489 |
MERIT BENEFITS GROUP, INC.2 years Service code 13 · EIN 36-4013756 2001 MIDWEST ROAD, SUITE 306 · OAK BROOK, IL 60523 | Contract Administrator | $5,301 |
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 | $38,175 | $62,583-39.0% | $76,767-50.3% | $64,173-40.5% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -7.88% | -1.95%-5.9pp | 2.43%-10.3pp | 7.63%-15.5pp |
| Employer contribution / active EE | $1,410 | $1,832-23.0% | $2,485-43.3% | $2,381-40.8% |
| Participant deferral / active EE | $3,032 | $3,145-3.6% | $3,852-21.3% | $3,470-12.6% |
| Admin fee / account holder | $178 | $4,667-96.2% | $6,675-97.3% | $4,887-96.4% |