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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 | Recordkeeping | $62,798 |
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 | $24,457 | $67,166-63.6% | $57,349-57.4% | $55,191-55.7% |
| Participation rate | 67.4% | 77.7%-10.3pp | 75.1%-7.7pp | 69.2%-1.8pp |
| Annual return | 0.92% | 4.22%-3.3pp | 24.40%-23.5pp | 10.78%-9.9pp |
| Employer contribution / active EE | $1,743 | $2,812-38.0% | $2,689-35.2% | $1,899-8.2% |
| Participant deferral / active EE | $2,580 | $2,835-9.0% | $3,162-18.4% | $3,046-15.3% |
| Admin fee / account holder | $192 | $44+341.4% | $3,356-94.3% | $91+111.8% |