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| Provider | Service type | Compensation |
|---|---|---|
CETERA ADVISOR NETWORKS LLC4 years Service code 28 2301 ROSECRANS AVE STE 5100 · EL SEGUNDO, CA 90245 | Investment Management | $19,222 |
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,935 |
Filed as: IRON FIDUCIARY Service code 28 · EIN 99-9552241 | Investment Management | $6,498 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,367 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $1,300 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $411 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,574 | $122,063-50.4% | $184,256-67.1% | $74,478-18.7% |
| Participation rate | 71.8% | 85.5%-13.7pp | 86.8%-15.1pp | 67.2%+4.6pp |
| Annual return | 13.24% | 19.92%-6.7pp | 28.85%-15.6pp | 1370.56%-1357.3pp |
| Employer contribution / active EE | $2,701 | $4,539-40.5% | $6,427-58.0% | $2,626+2.8% |
| Participant deferral / active EE | $5,436 | $7,144-23.9% | $9,133-40.5% | $4,350+25.0% |
| Admin fee / account holder | $64 | $1,253-94.9% | $13,899-99.5% | $1,946-96.7% |