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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management; Recordkeeping ... | $18,679 |
ACRISURE4 years Filed as: ACRISURE OF CA LLC Service code 17 · EIN 38-3942950 5300 STEVEN CREEK BLVD · SAN JOSE, CA 95129 | Pension Consulting | $11,811 |
FARMER & BETTS4 years Filed as: FARMER & BETTS, INC. Service code 15 · EIN 94-3322438 6010 2OTH STREET E, STE 1 · TACOMA, WA 98424 | Recordkeeping | $3,978 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $2,353 |
IRON-CO-FID-COMPREHENSIVE4 years Filed as: IRON-CO-FID-3(21) Service code 21 · EIN 26-2409128 5440 W 11OTH ST · SHAWNEE MISSION, KS 66211 | Bank Trustee | $945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,991 | $50,860-41.0% | $155,574-80.7% | $77,714-61.4% |
| Participation rate | 57.7% | 63.1%-5.4pp | 78.2%-20.5pp | 70.6%-12.9pp |
| Annual return | 15.31% | 34.86%-19.6pp | 64.87%-49.6pp | 31.26%-15.9pp |
| Employer contribution / active EE | $850 | $1,991-57.3% | $4,676-81.8% | $2,727-68.8% |
| Participant deferral / active EE | $2,823 | $2,825-0.1% | $5,629-49.9% | $4,649-39.3% |
| Admin fee / account holder | $109 | $436-75.0% | $15,914-99.3% | $433-74.8% |