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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,596 |
HUNNEX AND SHOEMAKER, INC.3 years Filed as: HUNNEX & SHOEMAKER INC Service code 13 · EIN 91-1072394 | Contract Administrator | $2,063 |
Service code 26 · EIN 68-0266090 3636 AMERICAN RIVER DR 2ND FL · SACRAMENTO, CA 95864 | Advisory (Participants) | $1,900 |
Service code 26 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 98013 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $39,043 | $43,133-9.5% | $89,400-56.3% | $73,493-46.9% |
| Participation rate | 31.7% | 55.0%-23.3pp | 68.0%-36.3pp | 70.7%-39.0pp |
| Annual return | 12.75% | 135.66%-122.9pp | 245.64%-232.9pp | 28.51%-15.8pp |
| Employer contribution / active EE | $2 | $1,438-99.9% | $2,586-99.9% | $2,270-99.9% |
| Participant deferral / active EE | $1,181 | $2,445-51.7% | $3,890-69.7% | $3,740-68.4% |
| Admin fee / account holder | $0 | $444-100.0% | $4,882-100.0% | $513-100.0% |