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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $34,304 |
PNC BANK, N.A.2+ 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 | $19,394 | $75,183-74.2% | $123,894-84.3% | $55,167-64.8% |
| Participation rate | 71.4% | 72.8%-1.5pp | 81.4%-10.0pp | 69.0%+2.4pp |
| Annual return | 15.67% | 19.01%-3.3pp | 47.52%-31.9pp | 169.23%-153.6pp |
| Employer contribution / active EE | $3,619 | $2,823+28.2% | $4,617-21.6% | $1,963+84.4% |
| Participant deferral / active EE | $2,255 | $5,084-55.7% | $5,984-62.3% | $3,054-26.2% |
| Admin fee / account holder | $30 | $663-95.5% | $8,357-99.6% | $504-94.1% |