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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,285 |
INVESTACORP1+ years Service code 27 4400 BISCAYNE BLVD. · MIAMI, FL 33137 | Advisory (Plan) | $0 |
Annual investment return 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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,909 | $37,117-81.4% | $147,614-95.3% | $55,191-87.5% |
| Participation rate | 70.8% | 63.6%+7.2pp | 84.6%-13.8pp | 69.2%+1.7pp |
| Annual return | -3.54% | 3.44%-7.0pp | 61.98%-65.5pp | 10.78%-14.3pp |
| Employer contribution / active EE | $1,185 | $1,620-26.9% | $5,564-78.7% | $1,899-37.6% |
| Participant deferral / active EE | $2,291 | $1,985+15.4% | $4,895-53.2% | $3,046-24.8% |
| Admin fee / account holder | $72 | $86-15.3% | $11,611-99.4% | $91-20.2% |