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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $36,089 |
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).
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 | $9,225 | $33,745-72.7% | $64,105-85.6% | $55,191-83.3% |
| Participation rate | 46.9% | 59.4%-12.5pp | 68.2%-21.3pp | 69.2%-22.3pp |
| Annual return | 25.57% | 4.95%+20.6pp | 791.24%-765.7pp | 10.78%+14.8pp |
| Employer contribution / active EE | $312 | $641-51.2% | $1,820-82.8% | $1,899-83.5% |
| Participant deferral / active EE | $1,630 | $1,929-15.5% | $2,822-42.2% | $3,046-46.5% |
| Admin fee / account holder | $56 | $94-41.1% | $4,499-98.8% | $91-38.8% |