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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,739 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,207 | $65,061-58.2% | $143,757-81.1% | $66,914-59.3% |
| Participation rate | 59.0% | 65.2%-6.2pp | 80.3%-21.3pp | 69.8%-10.8pp |
| Annual return | -23.78% | -11.14%-12.6pp | -0.04%-23.7pp | 1.58%-25.4pp |
| Employer contribution / active EE | $1,819 | $2,361-22.9% | $4,951-63.3% | $2,544-28.5% |
| Participant deferral / active EE | $2,187 | $2,919-25.1% | $5,637-61.2% | $4,237-48.4% |
| Admin fee / account holder | $15 | $502-97.0% | $14,673-99.9% | $593-97.5% |