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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 87-1563826 8383 MENTOR AVE · MENTOR, OH 44060 | Advisory (Participants) | $12,657 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 15 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Recordkeeping | $8,271 |
Filed as: IRON FIDUCIARY Service code 27 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,264 |
NEWPORT GROUP, INC.7 years Service code 15 · EIN 27-2037969 DEPT LA 24540 · PASADENA, CA 91185 | Recordkeeping | $935 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $253 |
Filed as: PATTISON PENSION SPECIALISTS Service code 15 · EIN 85-0437924 3150 CARLISLE BLVD NE STE 211 · ALBUQUERQUE, NM 87110 | Recordkeeping | $0 |
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.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,525 | $59,623-48.8% | $95,585-68.1% | $85,563-64.3% |
| Participation rate | 15.9% | 57.2%-41.3pp | 72.1%-56.2pp | 66.0%-50.1pp |
| Annual return | 13.19% | 18.22%-5.0pp | 38.56%-25.4pp | 31.51%-18.3pp |
| Employer contribution / active EE | $430 | $1,669-74.2% | $2,527-83.0% | $2,654-83.8% |
| Participant deferral / active EE | $365 | $3,357-89.1% | $4,023-90.9% | $4,375-91.7% |
| Admin fee / account holder | $281 | $650-56.7% | $6,127-95.4% | $834-66.3% |