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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152226 | Investment Management | $21,257 |
IRON FIDUCIARY1 year Service code 28 · EIN 99-9552241 630 DUNDEE RD STE 200-B · NORTHBROOK, IL 60062 | Investment Management | $3,676 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $3,026 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $919 |
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.
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).
The auditor signed off without reservation. This is the cleanest opinion.