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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,321 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,382 | $69,383-38.9% | $101,271-58.1% | $73,493-42.3% |
| Participation rate | 46.8% | 68.4%-21.5pp | 75.8%-29.0pp | 70.7%-23.9pp |
| Annual return | 14.18% | 18.46%-4.3pp | 46.48%-32.3pp | 28.51%-14.3pp |
| Employer contribution / active EE | $1,475 | $2,628-43.9% | $3,660-59.7% | $2,270-35.0% |
| Participant deferral / active EE | $2,681 | $3,301-18.8% | $4,371-38.7% | $3,740-28.3% |
| Admin fee / account holder | $175 | $704-75.2% | $5,948-97.1% | $513-66.0% |