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| Provider | Service type | Compensation |
|---|---|---|
Service code 13 · EIN 66-0708309 PMB 221 405 ESMERALDA AVE SUITE 102 · GUAYNABO, PR 00969 | Contract Administrator | $7,549 |
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,528 |
NATIONWIDE6 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 55 · EIN 22-3196827 32-16 BROADWAY 2ND FL · FAIRLAWN, NJ 07410 | Other Commissions | $1,513 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANY Service code 64 8515 EAST ORCHAD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $220 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,723 | $71,050-61.0% | $93,606-70.4% | $80,856-65.7% |
| Participation rate | 100.0% | 60.4%+39.6pp | 68.7%+31.3pp | 67.6%+32.4pp |
| Annual return | 9.55% | 11.26%-1.7pp | 133.20%-123.6pp | 35.59%-26.0pp |
| Employer contribution / active EE | $227 | $1,564-85.5% | $2,420-90.6% | $2,755-91.8% |
| Participant deferral / active EE | $3,126 | $4,034-22.5% | $4,411-29.1% | $4,296-27.2% |
| Admin fee / account holder | $24 | $6,945-99.7% | $8,285-99.7% | $6,918-99.7% |