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| Provider | Service type | Compensation |
|---|---|---|
NORTON ROSE FULBRIGHT6+ years Filed as: NORTON RETIREMENT SERVICES INC. Service code 15 · EIN 86-1009405 7142 N 57TH DRIVE · GLENDALE, AA 85301 | Recordkeeping | $9,504 |
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,255 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,961 | $39,948-35.0% | $89,391-71.0% | $73,409-64.6% |
| Participation rate | 19.0% | 50.4%-31.4pp | 68.0%-49.0pp | 72.2%-53.2pp |
| Annual return | -6.55% | 50.12%-56.7pp | 245.62%-252.2pp | 59.29%-65.8pp |
| Employer contribution / active EE | $2 | $1,200-99.8% | $2,586-99.9% | $2,234-99.9% |
| Participant deferral / active EE | $803 | $2,193-63.4% | $3,890-79.3% | $3,805-78.9% |
| Admin fee / account holder | $18 | $134-86.9% | $4,881-99.6% | $158-88.9% |