See peer percentile detail. $4.99 for your first month.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,810 |
LEGACY BENEFIT SERVICES5+ years Service code 13 · EIN 71-0948945 5670 GREENWOOD PLAZA BLVD STE350 · GREENWOOD VILLAGE, CO 80111 | Contract Administrator | $4,309 |
CAMBRIDGE INVESTMENT RESEARCH5+ years Filed as: CAMBRIDGE Service code 55 · EIN 42-1445429 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,032 | $25,302+54.3% | $74,701-47.7% | $67,579-42.2% |
| Participation rate | 23.1% | 37.8%-14.8pp | 54.5%-31.4pp | 71.3%-48.2pp |
| Annual return | 17.79% | 10291.17%-10273.4pp | 752.92%-735.1pp | 378.56%-360.8pp |
| Employer contribution / active EE | $433 | $446-3.1% | $1,084-60.1% | $2,148-79.9% |
| Participant deferral / active EE | $804 | $954-15.7% | $1,964-59.1% | $3,539-77.3% |
| Admin fee / account holder | $234 | $108+117.4% | $3,333-93.0% | $142+64.4% |