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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,242 |
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).
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 | $21,760 | $39,245-44.6% | $64,105-66.1% | $52,331-58.4% |
| Participation rate | 26.7% | 58.2%-31.5pp | 68.2%-41.5pp | 68.1%-41.4pp |
| Annual return | 0.13% | 14.79%-14.7pp | 791.24%-791.1pp | 4.54%-4.4pp |
| Employer contribution / active EE | $375 | $736-49.1% | $1,820-79.4% | $1,882-80.1% |
| Participant deferral / active EE | $833 | $1,992-58.2% | $2,822-70.5% | $3,022-72.4% |
| Admin fee / account holder | $10 | $592-98.3% | $4,499-99.8% | $592-98.3% |