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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Advisory (Participants) | $32,881 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 27 · EIN 26-2409128 630 DUNDEE ROAD, SUITE 200 · NORTHBROOK, IL 60062 | Advisory (Plan) | $4,040 |
THE RYDING COMPANY2 years Service code 17 · EIN 95-3497679 2659 TOWNSGATE ROAD, SUITE 101 · WESTLAKE VILLAGE, CA 91361 | Pension Consulting | $3,643 |
Filed as: AXA ADVISORE, LLC Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $46,118 | $75,419-38.9% | $392,568-88.3% | $67,579-31.8% |
| Participation rate | 34.1% | 74.8%-40.8pp | 78.1%-44.0pp | 71.3%-37.2pp |
| Annual return | 34.62% | 36.70%-2.1pp | 24.42%+10.2pp | 378.56%-343.9pp |
| Employer contribution / active EE | $1,172 | $2,636-55.5% | $3,783-69.0% | $2,148-45.4% |
| Participant deferral / active EE | $2,473 | $4,347-43.1% | $5,985-58.7% | $3,539-30.1% |
| Admin fee / account holder | $52 | $114-54.6% | $6,260-99.2% | $142-63.7% |