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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,883 |
DEFINITI LLC1 year Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Recordkeeping | $5,838 |
BRINKER CAPITAL1 year Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 | Advisory (Participants) | $0 |
Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,280 | $64,119-38.7% | $112,228-65.0% | $66,914-41.3% |
| Participation rate | 67.4% | 68.5%-1.0pp | 75.1%-7.6pp | 69.8%-2.4pp |
| Annual return | -16.80% | -13.81%-3.0pp | 27.45%-44.2pp | 1.58%-18.4pp |
| Employer contribution / active EE | $2,018 | $3,005-32.9% | $3,635-44.5% | $2,544-20.7% |
| Participant deferral / active EE | $3,266 | $3,693-11.6% | $4,728-30.9% | $4,237-22.9% |
| Admin fee / account holder | $86 | $625-86.2% | $6,410-98.7% | $593-85.4% |