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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,384 |
Filed as: CETERA ADVISORS, LLC Service code 27 4600 SYRACUSE STREET, STE 600 · DENVER, CO 80237 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $42,238 | $63,314-33.3% | $91,004-53.6% | $62,293-32.2% |
| Participation rate | 51.2% | 73.3%-22.2pp | 75.6%-24.4pp | 69.5%-18.4pp |
| Annual return | 12.42% | 21.00%-8.6pp | 4.60%+7.8pp | 28.90%-16.5pp |
| Employer contribution / active EE | $895 | $1,807-50.5% | $2,456-63.5% | $2,042-56.2% |
| Participant deferral / active EE | $1,500 | $2,944-49.1% | $3,548-57.7% | $3,169-52.7% |
| Admin fee / account holder | $216 | $468-53.8% | $5,417-96.0% | $479-54.9% |