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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 65 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Account Maintenance | $22,181 |
HICKS PENSION SERVICES6 years Service code 14 · EIN 77-0155091 555 CHORRO STREET · SAN LUIS OBISPO, CA 93405 | Plan Administrator | $20,034 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Participants) | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,263 | $76,112-94.4% | $96,534-95.6% | $71,511-94.0% |
| Participation rate | 95.0% | 74.4%+20.6pp | 76.0%+19.1pp | 67.9%+27.1pp |
| Annual return | 14.75% | 22.81%-8.1pp | 25.88%-11.1pp | 28.86%-14.1pp |
| Employer contribution / active EE | $798 | $2,248-64.5% | $2,965-73.1% | $2,589-69.2% |
| Participant deferral / active EE | $421 | $4,217-90.0% | $4,851-91.3% | $4,291-90.2% |
| Admin fee / account holder | $0 | $2,708-100.0% | $8,253-100.0% | $1,588-100.0% |