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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,174 |
Filed as: SUMMIT BENEFIT & ACTUARIAL SVCS Service code 11 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 97402 | Actuarial | $7,227 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 26 · EIN 41-0945505 909 LOCUST ST. · DES MOINES, IA 503092803 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,430 | $46,732-58.4% | $156,551-87.6% | $55,167-64.8% |
| Participation rate | 68.1% | 65.8%+2.3pp | 84.0%-15.9pp | 69.0%-0.9pp |
| Annual return | -1.84% | 17.72%-19.6pp | 32.23%-34.1pp | 169.23%-171.1pp |
| Employer contribution / active EE | $669 | $2,105-68.2% | $5,501-87.8% | $1,963-65.9% |
| Participant deferral / active EE | $2,058 | $2,204-6.6% | $4,871-57.7% | $3,054-32.6% |
| Admin fee / account holder | $22 | $418-94.7% | $13,028-99.8% | $504-95.6% |