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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,405 |
Service code 15 · EIN 16-1209645 105-107 COURT STREET · BINGHAMTON, NY 139013500 | Recordkeeping | $7,446 |
SAGEPOINT FINANCIAL INC4+ years Filed as: FSC SECURITIES CORP Service code 55 2300 WINDY RIDGE PKWY, STE 1100 · ATLANTA, GA 30339 | Other Commissions | $180 |
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).
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 | $18,808 | $37,196-49.4% | $154,108-87.8% | $55,725-66.2% |
| Participation rate | 51.3% | 64.1%-12.8pp | 83.0%-31.8pp | 70.9%-19.6pp |
| Annual return | 1.16% | 1319.68%-1318.5pp | 735.21%-734.0pp | 244.93%-243.8pp |
| Employer contribution / active EE | $506 | $1,614-68.7% | $5,298-90.5% | $2,078-75.7% |
| Participant deferral / active EE | $2,291 | $2,068+10.8% | $5,081-54.9% | $3,356-31.7% |
| Admin fee / account holder | $19 | $102-81.5% | $13,411-99.9% | $115-83.7% |