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| Provider | Service type | Compensation |
|---|---|---|
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $12,500 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 52 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $11,468 |
Filed as: THE RETIREMENT ADVANTAGE, INC. Service code 27 47 PARK PLACE · APPLETON, WI 54914 | Advisory (Plan) | $1,125 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,234 | $46,332-52.0% | $143,799-84.5% | $64,819-65.7% |
| Participation rate | 29.6% | 64.2%-34.7pp | 80.3%-50.8pp | 71.5%-41.9pp |
| Annual return | 3.10% | -10.05%+13.2pp | -0.04%+3.1pp | 32.84%-29.7pp |
| Employer contribution / active EE | $738 | $1,911-61.4% | $4,952-85.1% | $2,507-70.6% |
| Participant deferral / active EE | $1,179 | $2,647-55.4% | $5,638-79.1% | $4,311-72.6% |
| Admin fee / account holder | $102 | $154-33.8% | $14,677-99.3% | $188-45.8% |