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| Provider | Service type | Compensation |
|---|---|---|
ROUSH INVESTMENTS LLC1 year Service code 27 · EIN 27-2442764 2014 TULARE AVE STE 608 · FRESNO, CA 93721 | Advisory (Plan) | $26,447 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,021 |
TAG RESOURCES, LLC3 years Service code 15 · EIN 62-1874769 TAG RESOURCES, LLC · KNOXVILLE, TN 37919 | Recordkeeping | $19,389 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $27,541 | $61,473-55.2% | $81,716-66.3% | $73,412-62.5% |
| Participation rate | 20.4% | 72.4%-52.0pp | 72.0%-51.6pp | 72.2%-51.8pp |
| Annual return | 9.13% | 28.26%-19.1pp | 29.49%-20.4pp | 59.30%-50.2pp |
| Employer contribution / active EE | $186 | $1,898-90.2% | $4,310-95.7% | $2,234-91.7% |
| Participant deferral / active EE | $425 | $3,080-86.2% | $7,108-94.0% | $3,806-88.8% |
| Admin fee / account holder | $441 | $125+251.8% | $5,159-91.4% | $158+179.6% |