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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $63,668 |
CREATIVE PLANNING LLC1 year Filed as: CREATIVE PLANNING Service code 28 · EIN 43-1270780 | Investment Management | $57,950 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $30,574 |
Service code 28 · EIN 20-8874282 | Investment Management | $18,043 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,608 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,800 | $96,486-63.9% | $153,643-77.3% | $77,736-55.2% |
| Participation rate | 53.4% | 81.6%-28.2pp | 77.1%-23.7pp | 70.6%-17.1pp |
| Annual return | 12.83% | 14.44%-1.6pp | 15.71%-2.9pp | 31.26%-18.4pp |
| Employer contribution / active EE | $1,109 | $5,224-78.8% | $5,039-78.0% | $2,728-59.4% |
| Participant deferral / active EE | $2,122 | $6,609-67.9% | $6,754-68.6% | $4,651-54.4% |
| Admin fee / account holder | $419 | $182+129.6% | $12,739-96.7% | $433-3.3% |