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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $12,113 |
BENEFIT SOLUTIONS, ETC.2+ years Filed as: BENEFIT SOLUTIONS, ETC. LLC Service code 13 · EIN 81-3186048 | Contract Administrator | $4,000 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-FLEXIBLE ADV FOUNDATION Service code 27 · EIN 26-2409128 | Advisory (Plan) | $355 |
WITHUMSMITH+BROWN, PC2+ years Filed as: SMITH, BROWN & GROOVER, INC. Service code 27 4001 VINEVILLE AVENUE · MACON, GA 312105039 | Advisory (Plan) | $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.
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).
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 | $1,189 | $56,095-97.9% | $178,499-99.3% | $90,274-98.7% |
| Participation rate | 47.0% | 65.6%-18.5pp | 81.9%-34.9pp | 73.4%-26.3pp |
| Annual return | 32.71% | 28.81%+3.9pp | 151.10%-118.4pp | 53.97%-21.3pp |
| Employer contribution / active EE | $0 | $1,572-100.0% | $5,011-100.0% | $2,523-100.0% |
| Participant deferral / active EE | $599 | $2,669-77.6% | $5,202-88.5% | $4,231-85.8% |
| Admin fee / account holder | $5 | $101-94.9% | $13,986-100.0% | $114-95.5% |