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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,283 |
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).
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 | $42,334 | $46,297-8.6% | $71,671-40.9% | $62,293-32.0% |
| Participation rate | 10.3% | 60.6%-50.4pp | 68.7%-58.5pp | 69.5%-59.3pp |
| Annual return | 14.37% | 22.32%-7.9pp | 20.65%-6.3pp | 28.90%-14.5pp |
| Employer contribution / active EE | $0 | $1,412-100.0% | $2,460-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $322 | $2,235-85.6% | $3,438-90.6% | $3,169-89.8% |
| Admin fee / account holder | $34 | $461-92.5% | $5,558-99.4% | $479-92.8% |