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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,398 |
Filed as: KESTRA INVESTMENT SERVICES Service code 28 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Management | $10,545 |
Service code 37 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Loan Processing | $3,125 |
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 | $9,418 | $46,173-79.6% | $170,435-94.5% | $69,631-86.5% |
| Participation rate | 73.7% | 63.9%+9.8pp | 83.6%-9.9pp | 70.7%+3.0pp |
| Annual return | 23.67% | 21.62%+2.0pp | 205.94%-182.3pp | 27571.02%-27547.4pp |
| Employer contribution / active EE | $1,437 | $1,610-10.7% | $5,432-73.5% | $2,032-29.3% |
| Participant deferral / active EE | $468 | $2,080-77.5% | $4,939-90.5% | $3,224-85.5% |
| Admin fee / account holder | $1 | $116-99.4% | $13,881-100.0% | $110-99.4% |