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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $11,100 |
Service code 26 | Advisory (Participants) | $5,093 |
Filed as: BENEFIT PROFESSIONALS INC. Service code 38 | Participant Communication | $1,273 |
Filed as: KESTRA INVESTMENTS SERVICES LLC Service code 26 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $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.
Employer 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).
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 | $15,707 | $66,302-76.3% | $110,243-85.8% | $56,287-72.1% |
| Participation rate | 55.0% | 74.9%-19.9pp | 79.8%-24.8pp | 69.9%-14.9pp |
| Annual return | 20.57% | -1.18%+21.7pp | 314.76%-294.2pp | -9.96%+30.5pp |
| Employer contribution / active EE | $242 | $2,047-88.2% | $3,827-93.7% | $2,111-88.5% |
| Participant deferral / active EE | $1,285 | $3,381-62.0% | $4,672-72.5% | $3,350-61.6% |
| Admin fee / account holder | $29 | $698-95.9% | $8,548-99.7% | $521-94.5% |