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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,143 |
Service code 37 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Loan Processing | $5,175 |
Filed as: KESTRA INVESTMENT SERVICES Service code 28 1250 CAPITAL OF TEXAS, HWY S · AUSTIN, TX 787463300 | Investment Management | $0 |
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.
Annual investment return 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 | $8,931 | $37,196-76.0% | $154,111-94.2% | $55,725-84.0% |
| Participation rate | 39.3% | 64.1%-24.7pp | 83.0%-43.7pp | 70.9%-31.5pp |
| Annual return | -9.16% | 1319.68%-1328.8pp | 735.18%-744.3pp | 244.93%-254.1pp |
| Employer contribution / active EE | $925 | $1,614-42.7% | $5,298-82.5% | $2,078-55.5% |
| Participant deferral / active EE | $522 | $2,068-74.8% | $5,081-89.7% | $3,356-84.5% |
| Admin fee / account holder | $1 | $102-99.4% | $13,411-100.0% | $115-99.5% |