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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,740 |
Filed as: KESTRA INVESTMENT SERVICES Service code 28 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Management | $5,234 |
Service code 37 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Loan Processing | $3,200 |
NFP RETIREMENT INC1 year Filed as: NFP ADVISOR SERVICES Service code 28 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Management | $606 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $10,320 | $36,916-72.0% | $156,551-93.4% | $57,658-82.1% |
| Participation rate | 35.1% | 63.4%-28.3pp | 84.0%-48.9pp | 70.2%-35.1pp |
| Annual return | 50.98% | 12.38%+38.6pp | 32.23%+18.8pp | 5.13%+45.8pp |
| Employer contribution / active EE | $940 | $1,571-40.1% | $5,501-82.9% | $1,974-52.4% |
| Participant deferral / active EE | $554 | $1,926-71.2% | $4,871-88.6% | $3,061-81.9% |
| Admin fee / account holder | $1 | $82-98.5% | $13,028-100.0% | $95-98.7% |