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| Provider | Service type | Compensation |
|---|---|---|
Service code 49 · EIN 04-1590850 | Other Services | $15,564 |
Filed as: OHIO NATIONAL INS AGENCY INC Service code 53 · EIN 32-0071428 | Insurance Commissions | $7,533 |
AMERICAN CENTURY1 year Service code 52 · EIN 44-6006315 | Indirect Investment Fees | $0 |
AMERICAN FUNDS1 year Service code 52 · EIN 95-1411037 | Indirect Investment Fees | $0 |
FRANKLIN TEMPLETON1 year Service code 52 · EIN 13-2573775 | Indirect Investment Fees | $0 |
Filed as: JP MORGAN Service code 52 · EIN 26-3613641 | Indirect Investment Fees | $0 |
OPPENHEIMER1 year Service code 52 · EIN 84-1073463 | Indirect Investment Fees | $0 |
WELLS FARGO BANK, N.A.1 year Filed as: WELLS FARGO Service code 52 · EIN 41-0449260 | Indirect Investment Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,373 | $44,873-52.4% | $79,467-73.1% | $56,289-62.0% |
| Participation rate | 99.5% | 68.7%+30.7pp | 73.3%+26.1pp | 69.9%+29.6pp |
| Annual return | -4.04% | 0.81%-4.9pp | 718.30%-722.3pp | -9.96%+5.9pp |
| Employer contribution / active EE | $1,462 | $2,140-31.7% | $2,800-47.8% | $2,111-30.8% |
| Participant deferral / active EE | $763 | $2,746-72.2% | $3,704-79.4% | $3,350-77.2% |
| Admin fee / account holder | $78 | $418-81.4% | $5,104-98.5% | $521-85.1% |