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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $50,993 |
HEIDI O'ROURKE1+ years Filed as: HEIDI A KUSSURELIS Service code 22 2405 S MAIN STREET · ANN ARBOR, MI 481035834 | Insurance Broker | $0 |
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $9,348 | $67,166-86.1% | $57,356-83.7% | $55,191-83.1% |
| Participation rate | 88.2% | 77.7%+10.5pp | 75.1%+13.1pp | 69.2%+19.0pp |
| Annual return | -2.64% | 4.22%-6.9pp | 24.41%-27.0pp | 10.78%-13.4pp |
| Employer contribution / active EE | $959 | $2,812-65.9% | $2,689-64.3% | $1,899-49.5% |
| Participant deferral / active EE | $1,283 | $2,835-54.7% | $3,162-59.4% | $3,046-57.9% |
| Admin fee / account holder | $11 | $44-75.2% | $3,357-99.7% | $91-88.1% |