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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $13,116 |
RPS PLAN ADMINISTRATORS2 years Service code 13 7100 E. BELLEVIEW AVE. STE. 300 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $5,888 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,138 | $43,344-44.3% | $59,899-59.7% | $64,173-62.4% |
| Participation rate | 72.3% | 69.2%+3.1pp | 74.7%-2.4pp | 69.6%+2.7pp |
| Annual return | 6.90% | -1.55%+8.5pp | 3.46%+3.4pp | 7.63%-0.7pp |
| Employer contribution / active EE | $667 | $2,030-67.1% | $2,723-75.5% | $2,381-72.0% |
| Participant deferral / active EE | $1,127 | $2,547-55.8% | $3,402-66.9% | $3,470-67.5% |
| Admin fee / account holder | $106 | $3,008-96.5% | $3,592-97.0% | $4,887-97.8% |