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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 65 · EIN 31-1225639 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $2,858 |
HICKS PENSION SERVICES3+ years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $353 |
SORRENTO PACIFIC FINANCIAL, LL3+ years Service code 26 · EIN 04-3746212 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $16,212 | $23,224-30.2% | $71,086-77.2% | $55,725-70.9% |
| Participation rate | 3.9% | 37.9%-34.0pp | 54.7%-50.7pp | 70.9%-66.9pp |
| Annual return | -9.62% | -2.87%-6.8pp | 650.59%-660.2pp | 244.93%-254.5pp |
| Employer contribution / active EE | $120 | $436-72.5% | $1,088-89.0% | $2,078-94.2% |
| Participant deferral / active EE | $175 | $929-81.1% | $1,874-90.6% | $3,356-94.8% |
| Admin fee / account holder | $0 | $118-100.0% | $3,082-100.0% | $115-100.0% |