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| Provider | Service type | Compensation |
|---|---|---|
NORTON ROSE FULBRIGHT3+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 7142 N 57TH DRIVE · GLENDALE, AA 85301 | Recordkeeping | $22,645 |
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,116 |
FOOTHILL SECURITIES INC3+ years Service code 52 150 E DANA STREET · MOUNTAIN VIEW, CA 940411508 | Indirect Investment Fees | $0 |
SECURITIES AMERICA INC1 year Service code 52 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | 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 | $17,814 | $31,424-43.3% | $81,473-78.1% | $69,631-74.4% |
| Participation rate | 20.7% | 50.8%-30.2pp | 68.0%-47.3pp | 70.7%-50.0pp |
| Annual return | 15.98% | 22.44%-6.5pp | 38.78%-22.8pp | 27571.02%-27555.0pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $986 | $1,838-46.4% | $3,537-72.1% | $3,224-69.4% |
| Admin fee / account holder | $15 | $103-85.8% | $4,561-99.7% | $110-86.8% |