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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,360 |
GOLDMAN SACHS1+ years Filed as: NEW ALBANY CAPITAL PARTNERS, LLC Service code 27 4200 REGENT ST. · COLUMBUS, OH 43219 | Advisory (Plan) | $18,467 |
AMERICAN FUNDS1+ years Filed as: ADVANCED PENSION SOLUTIONS, INC. Service code 13 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Contract Administrator | $7,739 |
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).
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 | $30,701 | $37,117-17.3% | $147,617-79.2% | $55,191-44.4% |
| Participation rate | 27.4% | 63.6%-36.2pp | 84.6%-57.2pp | 69.2%-41.7pp |
| Annual return | -2.83% | 3.44%-6.3pp | 61.98%-64.8pp | 10.78%-13.6pp |
| Employer contribution / active EE | $377 | $1,620-76.8% | $5,564-93.2% | $1,899-80.2% |
| Participant deferral / active EE | $688 | $1,985-65.3% | $4,895-85.9% | $3,046-77.4% |
| Admin fee / account holder | $0 | $86-100.0% | $11,612-100.0% | $91-100.0% |