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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,632 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $15,139 | $37,196-59.3% | $154,114-90.2% | $55,725-72.8% |
| Participation rate | 11.8% | 64.1%-52.3pp | 83.0%-71.3pp | 70.9%-59.1pp |
| Annual return | -5.08% | 1319.68%-1324.8pp | 735.16%-740.2pp | 244.93%-250.0pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $180 | $2,068-91.3% | $5,081-96.5% | $3,356-94.6% |
| Admin fee / account holder | $130 | $102+27.8% | $13,411-99.0% | $115+12.7% |