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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,858 |
Filed as: LINCOLN FINANCIAL ADVISORS COR Service code 26 1300 S CLINTON ST, STE 150 · FORT WAYNE, IN 46802 | Advisory (Participants) | $14,992 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $51,421 | $70,917-27.5% | $98,920-48.0% | $73,497-30.0% |
| Participation rate | 41.0% | 73.8%-32.8pp | 76.0%-35.0pp | 70.7%-29.6pp |
| Annual return | 16.28% | 34.18%-17.9pp | 196.47%-180.2pp | 28.51%-12.2pp |
| Employer contribution / active EE | $0 | $2,037-100.0% | $2,689-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $2,486 | $3,501-29.0% | $4,245-41.4% | $3,740-33.5% |
| Admin fee / account holder | $0 | $535-100.0% | $6,643-100.0% | $513-100.0% |