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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,303 |
ALL VALLEY ADMINISTRATORS, LLC2+ years Service code 15 · EIN 77-0536407 7525 N. CEDAR AVE., #109 · FRESNO, CA 93720 | Recordkeeping | $9,291 |
IRON-CO-FID-COMPREHENSIVE2+ years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,681 |
Filed as: AMERIPRISE FINANCIAL Service code 28 50082 AMERITPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $21,402 | $30,599-30.1% | $74,577-71.3% | $57,658-62.9% |
| Participation rate | 8.5% | 49.1%-40.6pp | 68.1%-59.6pp | 70.2%-61.7pp |
| Annual return | 7.61% | 14.24%-6.6pp | 20.47%-12.9pp | 5.13%+2.5pp |
| Employer contribution / active EE | $22 | $1,000-97.8% | $2,525-99.1% | $1,974-98.9% |
| Participant deferral / active EE | $397 | $1,805-78.0% | $3,458-88.5% | $3,061-87.0% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |