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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,797 |
JP MORGAN SECURITIES LLC1+ years Service code 26 1111 POLARIS PKWY · COLUMBUS, OH 43271 | Advisory (Participants) | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $13,980 | $41,854-66.6% | $73,836-81.1% | $52,331-73.3% |
| Participation rate | 52.1% | 66.2%-14.1pp | 73.4%-21.3pp | 68.1%-16.0pp |
| Annual return | -2.20% | 2.11%-4.3pp | 2268.06%-2270.3pp | 4.54%-6.7pp |
| Employer contribution / active EE | $814 | $1,920-57.6% | $2,787-70.8% | $1,882-56.8% |
| Participant deferral / active EE | $1,805 | $2,498-27.8% | $3,583-49.6% | $3,022-40.3% |
| Admin fee / account holder | $14 | $493-97.1% | $4,882-99.7% | $592-97.6% |