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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $47,242 |
Service code 26 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Participants) | $34,631 |
DEFINITI LLC2 years Service code 15 · EIN 85-0833363 2201 TIMBERLOCH PLACE, SUITE 150 · THE WOODLANDS, TX 77380 | Recordkeeping | $4,884 |
BRINKER CAPITAL2 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $1,370 |
DEFINITI LLC1 year Filed as: DEFINITI Service code 15 | Recordkeeping | $514 |
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).
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 | $50,732 | $76,696-33.9% | $96,515-47.4% | $71,511-29.1% |
| Participation rate | 66.4% | 66.6%-0.2pp | 74.3%-7.9pp | 67.9%-1.5pp |
| Annual return | 17.45% | 48.32%-30.9pp | 35.73%-18.3pp | 28.86%-11.4pp |
| Employer contribution / active EE | $2,243 | $3,032-26.0% | $3,740-40.0% | $2,589-13.4% |
| Participant deferral / active EE | $3,611 | $3,770-4.2% | $4,880-26.0% | $4,291-15.8% |
| Admin fee / account holder | $29 | $2,030-98.6% | $6,735-99.6% | $1,588-98.2% |