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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $123,740 |
Service code 28 · EIN 13-4109249 | Investment Management | $87,836 |
THE SEGAL COMPANY3+ years Filed as: BUCHBINDER TUNICK & CO. LLP Service code 10 · EIN 13-1578842 | Accounting | $25,000 |
SENTINEL PENSION ADVISORS3+ years Filed as: SENTINAL PENSION LLC Service code 13 · EIN 46-0570503 | Contract Administrator | $15,463 |
INVESTMENT PERFORMANCE SERVICES3+ years Filed as: INVESTMENT PERFORMANCE SERVICES LLC Service code 51 · EIN 58-2432390 | Investment Mgmt Fees | $13,253 |
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).
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 | $6,333 | $60,545-89.5% | $92,240-93.1% | $69,631-90.9% |
| Participation rate | 98.5% | 72.2%+26.3pp | 76.5%+22.0pp | 70.7%+27.8pp |
| Annual return | 14.33% | 19.71%-5.4pp | 176.29%-162.0pp | 27571.02%-27556.7pp |
| Employer contribution / active EE | $509 | $2,633-80.7% | $3,680-86.2% | $2,032-75.0% |
| Participant deferral / active EE | $511 | $2,828-81.9% | $3,897-86.9% | $3,224-84.2% |
| Admin fee / account holder | $124 | $145-14.0% | $5,194-97.6% | $110+12.7% |