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| Provider | Service type | Compensation |
|---|---|---|
STRATEGIC INCOME GROUP3 years Service code 27 · EIN 90-0802002 2330 W. RAY RD., #3 · CHANDLER, AZ 85224 | Advisory (Plan) | $29,244 |
NATIONWIDE4+ years Service code 51 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $25,946 |
NORTON ROSE FULBRIGHT3 years Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 P.O. BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $11,745 |
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.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,782 | $41,467-20.9% | $67,313-51.3% | $55,725-41.2% |
| Participation rate | 42.5% | 62.5%-20.0pp | 69.1%-26.6pp | 70.9%-28.4pp |
| Annual return | -7.31% | 0.82%-8.1pp | -4.08%-3.2pp | 244.93%-252.2pp |
| Employer contribution / active EE | $347 | $1,316-73.7% | $2,566-86.5% | $2,078-83.3% |
| Participant deferral / active EE | $1,912 | $2,399-20.3% | $3,568-46.4% | $3,356-43.0% |
| Admin fee / account holder | $224 | $102+119.7% | $4,507-95.0% | $115+94.7% |