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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,589 |
GOLDLEAF PARTNERS2+ years Service code 14 14221 GOLF COURSE DRIVE · BAXTER, MN 56425 | Plan Administrator | $5,155 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $2,452 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $0 |
Filed as: NORTHWESTERN MUTUAL INV SRVCS Service code 28 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $14,982 | $37,044-59.6% | $71,796-79.1% | $57,658-74.0% |
| Participation rate | 53.5% | 61.1%-7.6pp | 69.1%-15.6pp | 70.2%-16.7pp |
| Annual return | 7.92% | 12.64%-4.7pp | 78.04%-70.1pp | 5.13%+2.8pp |
| Employer contribution / active EE | $0 | $720-100.0% | $1,924-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $2,190 | $1,974+10.9% | $2,794-21.6% | $3,061-28.5% |
| Admin fee / account holder | $60 | $101-41.0% | $4,815-98.8% | $95-37.1% |