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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,033 |
Filed as: CBIZ FINANCIAL SOLUTIONS INC Service code 52 · EIN 52-1396995 PO BOX 643792 · CINCINNATI, OH 45264 | Indirect Investment Fees | $8,512 |
A. BITNER1 year Filed as: BITNER & COLLINGS PLLC Service code 10 2930 N SWAN RD, SUITE 209 · TUCSON, AZ 85712 | Accounting | $8,000 |
NORTON ROSE FULBRIGHT1 year Filed as: NORTON JAMES RETIREMENT SERVICES Service code 15 · EIN 86-1009405 PO BOX 6450 · GLENDALE, AZ 85312 | Recordkeeping | $6,960 |
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).
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 | $14,281 | $55,453-74.2% | $170,439-91.6% | $62,293-77.1% |
| Participation rate | 62.9% | 66.4%-3.4pp | 83.6%-20.7pp | 69.5%-6.6pp |
| Annual return | 16.15% | 21.38%-5.2pp | 205.94%-189.8pp | 28.90%-12.7pp |
| Employer contribution / active EE | $523 | $2,164-75.8% | $5,433-90.4% | $2,042-74.4% |
| Participant deferral / active EE | $2,489 | $2,303+8.1% | $4,939-49.6% | $3,169-21.5% |
| Admin fee / account holder | $100 | $455-78.1% | $13,881-99.3% | $479-79.2% |