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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,437 |
ALL VALLEY ADMINISTRATORS, LLC3+ years Service code 15 · EIN 77-0536407 7525 N. CEDAR AVE., #109 · FRESNO, CA 93720 | Recordkeeping | $6,086 |
IRON-CO-FID-COMPREHENSIVE3+ years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,694 |
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.
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 | $22,804 | $31,424-27.4% | $81,473-72.0% | $69,631-67.3% |
| Participation rate | 9.5% | 50.8%-41.3pp | 68.0%-58.4pp | 70.7%-61.1pp |
| Annual return | 14.20% | 22.44%-8.2pp | 38.78%-24.6pp | 27571.02%-27556.8pp |
| Employer contribution / active EE | $3 | $1,029-99.7% | $2,568-99.9% | $2,032-99.9% |
| Participant deferral / active EE | $515 | $1,838-72.0% | $3,537-85.4% | $3,224-84.0% |
| Admin fee / account holder | $0 | $103-100.0% | $4,561-100.0% | $110-100.0% |