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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $32,160 |
PWJC INS AGENCY (TX) INC1 year Service code 49 1200 HARBOR BLVD · WEEKHAUKEN, NJ 07087 | Other Services | $0 |
Filed as: UBS FINANCIAL SERVICES INC. Service code 49 1000 HARBOR BLVD · WEEHAUKEN, NJ 07087 | Other Services | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $50,619 | $36,767+37.7% | $81,473-37.9% | $62,293-18.7% |
| Participation rate | 44.4% | 54.4%-10.0pp | 68.0%-23.5pp | 69.5%-25.1pp |
| Annual return | 14.43% | 173.80%-159.4pp | 38.78%-24.4pp | 28.90%-14.5pp |
| Employer contribution / active EE | $4,047 | $1,128+258.7% | $2,568+57.6% | $2,042+98.2% |
| Participant deferral / active EE | $2,327 | $2,111+10.3% | $3,537-34.2% | $3,169-26.6% |
| Admin fee / account holder | $87 | $797-89.1% | $4,561-98.1% | $479-81.8% |