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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $7,651 |
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.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $8,907 | $44,425-80.0% | $67,834-86.9% | $55,167-83.9% |
| Participation rate | 67.3% | 59.7%+7.6pp | 68.8%-1.5pp | 69.0%-1.7pp |
| Annual return | -0.08% | 17.80%-17.9pp | 138.47%-138.6pp | 169.23%-169.3pp |
| Employer contribution / active EE | $853 | $1,351-36.9% | $2,403-64.5% | $1,963-56.5% |
| Participant deferral / active EE | $1,795 | $2,166-17.1% | $3,160-43.2% | $3,054-41.2% |
| Admin fee / account holder | $77 | $530-85.6% | $4,622-98.3% | $504-84.8% |