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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $1,769 |
WITHUMSMITH+BROWN, PC1+ years Filed as: SMITH, BROWN & GROOVER, INC. Service code 27 4001 VINEVILLE AVENUE · MACON, GA 312105039 | Advisory (Plan) | $604 |
BENEFIT SOLUTIONS, ETC.1+ years Filed as: BENEFIT SOLUTIONS, ETC. LLC Service code 13 · EIN 81-3186048 | Contract Administrator | $180 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 27 · EIN 26-2409128 | Advisory (Plan) | $67 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $589 | $47,456-98.8% | $172,752-99.7% | $77,775-99.2% |
| Participation rate | 40.6% | 66.3%-25.6pp | 82.6%-42.0pp | 73.2%-32.6pp |
| Annual return | 0.00% | 35.57%-35.6pp | 802.97%-803.0pp | 32.58%-32.6pp |
| Employer contribution / active EE | $0 | $1,574-100.0% | $5,144-100.0% | $2,504-100.0% |
| Participant deferral / active EE | $305 | $2,560-88.1% | $5,198-94.1% | $3,966-92.3% |
| Admin fee / account holder | $0 | $81-100.0% | $13,955-100.0% | $100-100.0% |