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| Provider | Service type | Compensation |
|---|---|---|
BENEFIT EQUITY, INC.2 years Filed as: BENEFIT EQUITY, INC Service code 14 · EIN 33-0384246 1971 E 4TH STREET · SANTA ANA, CA 92705 | Plan Administrator | $8,350 |
IRON-CO-FID-COMPREHENSIVE2 years Service code 27 · EIN 26-2409128 630 DUNDEE RD · NORTHBROOK, IL 60062 | Advisory (Plan) | $1,446 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $361 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,738 | $65,322-68.3% | $70,476-70.6% | $73,493-71.8% |
| Participation rate | 33.3% | 77.0%-43.6pp | 75.1%-41.7pp | 70.7%-37.3pp |
| Annual return | 10.41% | 15.71%-5.3pp | 109.12%-98.7pp | 28.51%-18.1pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $802 | $3,375-76.2% | $3,710-78.4% | $3,740-78.6% |
| Admin fee / account holder | $53 | $214-75.0% | $3,847-98.6% | $513-89.6% |