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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,536 |
BENEFIT EQUITY, INC.2 years Service code 13 · EIN 33-0384246 1971E, 4TH STREET · SANATA, CA 927053917 | Contract Administrator | $3,280 |
Filed as: PLANMEMBER SECURITIES CORP Service code 53 6187 CARPINTERIA AVENUE · CARPINTERIA, CA 93013 | Insurance Commissions | $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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,405 | $55,449-50.6% | $83,830-67.3% | $56,287-51.3% |
| Participation rate | 42.0% | 68.0%-26.0pp | 76.1%-34.1pp | 69.9%-27.8pp |
| Annual return | -8.17% | -1.38%-6.8pp | 850.97%-859.1pp | -9.96%+1.8pp |
| Employer contribution / active EE | $763 | $2,430-68.6% | $3,631-79.0% | $2,111-63.9% |
| Participant deferral / active EE | $1,610 | $2,935-45.1% | $4,082-60.5% | $3,350-51.9% |
| Admin fee / account holder | $127 | $656-80.6% | $5,479-97.7% | $521-75.6% |