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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 66-0708309 | Contract Administrator | $21,936 |
NATIONWIDE6 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 27 32-16BROADWAY 2ND FLOOR · FAIRLAWN, NJ 07410 | Advisory (Plan) | $19,701 |
LUIS CANDELARIO ROSARIO4 years Service code 10 HC 71 BOX 7224 · CAYEY, PR 00736 | Accounting | $4,000 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,616 | $122,063-65.1% | $184,256-76.9% | $74,478-42.8% |
| Participation rate | 100.0% | 85.5%+14.5pp | 86.8%+13.2pp | 67.2%+32.8pp |
| Annual return | 10.26% | 19.92%-9.7pp | 28.85%-18.6pp | 1370.56%-1360.3pp |
| Employer contribution / active EE | $2,741 | $4,539-39.6% | $6,427-57.4% | $2,626+4.4% |
| Participant deferral / active EE | $2,264 | $7,144-68.3% | $9,133-75.2% | $4,350-48.0% |
| Admin fee / account holder | $126 | $1,253-90.0% | $13,899-99.1% | $1,946-93.5% |