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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 29 SAWYER ROAD ONE UNIVERSITY PARK · WALTHAM, MA 024533423 | Advisory (Plan) | $20,664 |
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,590 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES STREET, SUITE 100 · OMAHA, NE 68130 | Recordkeeping | $7,295 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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 | $25,295 | $55,453-54.4% | $170,435-85.2% | $62,293-59.4% |
| Participation rate | 66.8% | 66.4%+0.5pp | 83.6%-16.8pp | 69.5%-2.7pp |
| Annual return | 17.56% | 21.38%-3.8pp | 205.94%-188.4pp | 28.90%-11.3pp |
| Employer contribution / active EE | $199 | $2,164-90.8% | $5,432-96.3% | $2,042-90.3% |
| Participant deferral / active EE | $2,790 | $2,303+21.1% | $4,939-43.5% | $3,169-12.0% |
| Admin fee / account holder | $0 | $455-100.0% | $13,881-100.0% | $479-100.0% |