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| Provider | Service type | Compensation |
|---|---|---|
NORTON ROSE FULBRIGHT5+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 7142 N 57TH DRIVE · GLENDALE, AA 85301 | Recordkeeping | $13,199 |
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,980 |
Filed as: ONE AMERICA SECURITIES, INC. Service code 52 ONE AMERICA SQUARE · INDIANAPOLIS, IN 46282 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $29,951 | $40,522-26.1% | $84,623-64.6% | $67,579-55.7% |
| Participation rate | 20.3% | 51.1%-30.8pp | 68.2%-48.0pp | 71.3%-51.0pp |
| Annual return | -12.66% | 32.72%-45.4pp | 258.77%-271.4pp | 378.56%-391.2pp |
| Employer contribution / active EE | $0 | $1,146-100.0% | $2,652-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $935 | $2,132-56.2% | $3,899-76.0% | $3,539-73.6% |
| Admin fee / account holder | $34 | $145-76.6% | $4,913-99.3% | $142-76.1% |