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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $49,423 |
CETERA ADVISOR NETWORKS LLC7+ years Filed as: CETERA RETIREMENT PLAN SPECIALISTS Service code 13 · EIN 94-3324288 PO BOX 303 · ST.CLOUD, MN 56302 | Contract Administrator | $475 |
SECURITIES AMERICA INC7+ years Service code 13 12325 PORT GRACE BLVD · LAVISTA, NE 68128 | Contract Administrator | $0 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,098 | $60,488-53.5% | $109,895-74.4% | $79,386-64.6% |
| Participation rate | 59.9% | 67.0%-7.2pp | 74.2%-14.3pp | 70.7%-10.8pp |
| Annual return | 12.71% | 189.57%-176.9pp | 29.45%-16.7pp | 116.85%-104.1pp |
| Employer contribution / active EE | $778 | $1,649-52.8% | $2,842-72.6% | $2,427-68.0% |
| Participant deferral / active EE | $1,355 | $3,220-57.9% | $4,048-66.5% | $4,046-66.5% |
| Admin fee / account holder | $0 | $605-100.0% | $6,066-100.0% | $626-100.0% |