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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,259 |
Filed as: HUNNEX AND SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $8,155 |
INTERWEST INSURANCE SERVICES LLC3+ years Filed as: INTERWEST INSURANCE SERVICES INC Service code 26 · EIN 68-0266090 3636 AMERICAN RIVER DR 2ND FL · SACRAMENTO, CA 93013 | Advisory (Participants) | $2,390 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,624 | $31,424-2.5% | $81,473-62.4% | $69,631-56.0% |
| Participation rate | 8.3% | 50.8%-42.6pp | 68.0%-59.7pp | 70.7%-62.4pp |
| Annual return | 13.67% | 22.44%-8.8pp | 38.78%-25.1pp | 27571.02%-27557.4pp |
| Employer contribution / active EE | $0 | $1,029-100.0% | $2,568-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $286 | $1,838-84.4% | $3,537-91.9% | $3,224-91.1% |
| Admin fee / account holder | $32 | $103-68.9% | $4,561-99.3% | $110-71.1% |