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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 10 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $8,850 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $12,740 | $72,012-82.3% | $185,827-93.1% | $79,858-84.0% |
| Participation rate | 45.6% | 65.8%-20.2pp | 78.0%-32.4pp | 69.6%-24.0pp |
| Annual return | 12.80% | 23.12%-10.3pp | 35.96%-23.2pp | 31.72%-18.9pp |
| Employer contribution / active EE | $888 | $1,965-54.8% | $4,087-78.3% | $2,471-64.0% |
| Participant deferral / active EE | $1,590 | $3,779-57.9% | $5,633-71.8% | $3,740-57.5% |
| Admin fee / account holder | $0 | $4,513-100.0% | $9,502-100.0% | $5,306-100.0% |