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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,786 |
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.
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,659 | $45,382-74.3% | $154,107-92.4% | $75,289-84.5% |
| Participation rate | 8.5% | 65.9%-57.4pp | 83.0%-74.6pp | 72.4%-64.0pp |
| Annual return | -3.97% | -0.47%-3.5pp | 735.12%-739.1pp | -0.04%-3.9pp |
| Employer contribution / active EE | $0 | $1,533-100.0% | $5,298-100.0% | $2,405-100.0% |
| Participant deferral / active EE | $242 | $2,384-89.8% | $5,081-95.2% | $3,739-93.5% |
| Admin fee / account holder | $97 | $89+8.3% | $13,411-99.3% | $102-5.5% |