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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,235 |
ALL VALLEY ADMINISTRATORS, LLC4+ years Service code 15 · EIN 77-0536407 7525 N. CEDAR AVE., #109 · FRESNO, CA 93720 | Recordkeeping | $3,964 |
IRON-CO-FID-COMPREHENSIVE4+ years Service code 28 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Investment Management | $1,958 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $21,017 | $44,473-52.7% | $76,518-72.5% | $55,725-62.3% |
| Participation rate | 12.6% | 51.0%-38.4pp | 68.0%-55.4pp | 70.9%-58.2pp |
| Annual return | -3.62% | -2.01%-1.6pp | -0.27%-3.3pp | 244.93%-248.5pp |
| Employer contribution / active EE | $225 | $1,101-79.5% | $2,647-91.5% | $2,078-89.2% |
| Participant deferral / active EE | $712 | $1,988-64.2% | $3,836-81.4% | $3,356-78.8% |
| Admin fee / account holder | $0 | $134-100.0% | $4,849-100.0% | $115-100.0% |