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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $4,901 |
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).
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 | $10,006 | $63,156-84.2% | $122,354-91.8% | $62,293-83.9% |
| Participation rate | 8.8% | 60.0%-51.2pp | 71.6%-62.8pp | 69.5%-60.7pp |
| Annual return | 14.35% | 20.61%-6.3pp | 30.28%-15.9pp | 28.90%-14.6pp |
| Employer contribution / active EE | $0 | $1,385-100.0% | $4,051-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $522 | $2,321-77.5% | $3,287-84.1% | $3,169-83.5% |
| Admin fee / account holder | $0 | $440-100.0% | $5,479-100.0% | $479-100.0% |