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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $27,030 |
PNC BANK, N.A.1+ years Filed as: PNC INVESTMENTS, LLC Service code 26 1990 E 9TH ST. FL 16 · CLEVELAND, OH 44114 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,775 | $70,002-77.5% | $115,038-86.3% | $52,331-69.9% |
| Participation rate | 73.6% | 72.1%+1.5pp | 81.4%-7.8pp | 68.1%+5.5pp |
| Annual return | -0.20% | 4.04%-4.2pp | 26.14%-26.3pp | 4.54%-4.7pp |
| Employer contribution / active EE | $1,563 | $2,715-42.4% | $4,608-66.1% | $1,882-16.9% |
| Participant deferral / active EE | $1,672 | $4,920-66.0% | $6,026-72.3% | $3,022-44.7% |
| Admin fee / account holder | $23 | $566-95.9% | $8,175-99.7% | $592-96.1% |