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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $32,461 |
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).
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 | $7,428 | $37,044-79.9% | $71,796-89.7% | $57,658-87.1% |
| Participation rate | 69.8% | 61.1%+8.7pp | 69.1%+0.7pp | 70.2%-0.4pp |
| Annual return | 18.61% | 12.64%+6.0pp | 78.04%-59.4pp | 5.13%+13.5pp |
| Employer contribution / active EE | $474 | $720-34.2% | $1,924-75.4% | $1,974-76.0% |
| Participant deferral / active EE | $2,045 | $1,974+3.6% | $2,794-26.8% | $3,061-33.2% |
| Admin fee / account holder | $4 | $101-95.6% | $4,815-99.9% | $95-95.3% |