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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,973 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 33 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 554740000 | Securities brokerage | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $30,788 | $65,376-52.9% | $87,104-64.7% | $65,185-52.8% |
| Participation rate | 38.1% | 75.3%-37.3pp | 76.9%-38.8pp | 70.2%-32.1pp |
| Annual return | 20.88% | 31.27%-10.4pp | 28.19%-7.3pp | 29.38%-8.5pp |
| Employer contribution / active EE | $1,204 | $1,822-33.9% | $2,521-52.2% | $2,177-44.7% |
| Participant deferral / active EE | $1,542 | $3,388-54.5% | $4,048-61.9% | $3,514-56.1% |
| Admin fee / account holder | $224 | $520-57.0% | $7,491-97.0% | $847-73.6% |