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| Provider | Service type | Compensation |
|---|---|---|
Service code 16 · EIN 91-1628862 5101 W. CLEARWATER AVE #100 · KENNEWICK, WA 99336 | Consulting | $4,059 |
NATIONWIDE4 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,502 |
Filed as: NORTHWEST RETIREMENT PLAN CONSULTAN Service code 49 · EIN 46-5674799 1950 KEENE ROAD BLDG F-100 · RICHLAND, WA 99352 | Other Services | $1,908 |
IRON-CO-FID-COMPREHENSIVE2 years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 16 · EIN 26-2409128 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Consulting | $649 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 16 · EIN 31-4156830 10 W. NATIONWIDE BLVD, 5-05-111V · COLUMBUS, OH 43215 | Consulting | $162 |
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.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $25,272 | $54,045-53.2% | $115,170-78.1% | $65,185-61.2% |
| Participation rate | 28.4% | 63.5%-35.1pp | 75.9%-47.5pp | 70.2%-41.8pp |
| Annual return | 22.88% | 26.55%-3.7pp | 35.60%-12.7pp | 29.38%-6.5pp |
| Employer contribution / active EE | $552 | $1,653-66.6% | $3,179-82.6% | $2,177-74.7% |
| Participant deferral / active EE | $592 | $2,504-76.4% | $4,169-85.8% | $3,514-83.2% |
| Admin fee / account holder | $156 | $626-75.0% | $7,089-97.8% | $847-81.6% |