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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 60 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sub-TA Fees | $2,680 |
Filed as: MASSACHUSETTS MUTUAL LIFE INS CO Service code 60 · EIN 04-1590850 1295 STATE STREET · SPRINGFIELD, MA 01111 | Sub-TA Fees | $2,144 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 15 · EIN 31-1582098 13680 CLEVELAND AVE NW · UNIONTOWN, OH 44685 | Recordkeeping | $225 |
Filed as: MERRILL LYNCH Service code 27 · EIN 13-5674085 | Advisory (Plan) | $142 |
CK FINANCIAL LLC1 year Filed as: M FINANCIAL Service code 26 M FINANCIAL PLAZA · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
Service code 26 M FINANCIAL PLAZA · PORTLAND, OR 97209 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $72,325 | $55,002+31.5% | $59,887+20.8% | $56,287+28.5% |
| Participation rate | 21.9% | 75.9%-54.0pp | 74.7%-52.8pp | 69.9%-47.9pp |
| Annual return | -0.37% | 1.13%-1.5pp | 3.46%-3.8pp | -9.96%+9.6pp |
| Employer contribution / active EE | $0 | $2,448-100.0% | $2,722-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $1,569 | $3,121-49.7% | $3,402-53.9% | $3,350-53.2% |
| Admin fee / account holder | $20 | $236-91.3% | $3,591-99.4% | $521-96.1% |