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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 86-3794991 8000 NW 7TH ST STE 201 · MIAMI, FL 33126 | Investment Management | $14,728 |
NATIONWIDE1 year Service code 15 · EIN 31-4177100 | Recordkeeping | $13,191 |
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.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,733 | $101,499-87.5% | $147,005-91.3% | $74,546-82.9% |
| Participation rate | 69.3% | 75.5%-6.2pp | 82.2%-12.8pp | 67.2%+2.1pp |
| Annual return | 16.05% | 8732.34%-8716.3pp | 418.76%-402.7pp | 1366.03%-1350.0pp |
| Employer contribution / active EE | $0 | $3,811-100.0% | $4,934-100.0% | $2,624-100.0% |
| Participant deferral / active EE | $1,627 | $7,304-77.7% | $8,070-79.8% | $4,347-62.6% |
| Admin fee / account holder | $184 | $1,748-89.5% | $13,006-98.6% | $1,944-90.5% |