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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,815 |
Service code 37 · EIN 95-4673312 647 W. BROADWAY · GLENDALE, CA 91204 | Loan Processing | $7,825 |
NFP RETIREMENT INC1 year Service code 28 · EIN 33-0905143 120 VANTIS · ALISO VIEJO, CA 92656 | Investment Management | $4,046 |
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.
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 | $15,771 | $52,293-69.8% | $178,498-91.2% | $73,412-78.5% |
| Participation rate | 43.0% | 65.3%-22.3pp | 81.9%-38.9pp | 72.2%-29.1pp |
| Annual return | 17.91% | 34.75%-16.8pp | 151.09%-133.2pp | 59.30%-41.4pp |
| Employer contribution / active EE | $1,166 | $1,735-32.8% | $5,011-76.7% | $2,234-47.8% |
| Participant deferral / active EE | $605 | $2,332-74.1% | $5,202-88.4% | $3,806-84.1% |
| Admin fee / account holder | $0 | $127-99.6% | $13,985-100.0% | $158-99.7% |