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| Provider | Service type | Compensation |
|---|---|---|
NORTON ROSE FULBRIGHT2+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 7142 N 57TH DRIVE · GLENDALE, AA 85301 | Recordkeeping | $19,119 |
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,158 |
FOOTHILL SECURITIES INC2+ years Service code 52 150 E DANA STREET · MOUNTAIN VIEW, CA 940411508 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $14,277 | $30,599-53.3% | $74,577-80.9% | $57,658-75.2% |
| Participation rate | 18.8% | 49.1%-30.3pp | 68.1%-49.3pp | 70.2%-51.4pp |
| Annual return | 7.30% | 14.24%-6.9pp | 20.47%-13.2pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $839 | $1,805-53.5% | $3,458-75.7% | $3,061-72.6% |
| Admin fee / account holder | $16 | $98-84.1% | $4,138-99.6% | $95-83.5% |