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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $20,877 |
ASCENSUS LLC1+ years Filed as: ASCENSUS Service code 50 · EIN 11-3665754 | Direct Payment | $18,355 |
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 | $9,964 | $72,770-86.3% | $67,652-85.3% | $55,191-81.9% |
| Participation rate | 80.3% | 78.8%+1.5pp | 75.7%+4.7pp | 69.2%+11.2pp |
| Annual return | -0.88% | -3.26%+2.4pp | 6625.04%-6625.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,033 | $1,769-41.6% | $2,266-54.4% | $1,899-45.6% |
| Participant deferral / active EE | $1,755 | $3,408-48.5% | $3,560-50.7% | $3,046-42.4% |
| Admin fee / account holder | $100 | $79+26.3% | $4,821-97.9% | $91+9.7% |