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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,825 |
THE PENSION DESIGN GROUP2+ years Service code 14 · EIN 32-9321561 760 LAKEVIEW PLAZA BLVD · WORTHINGTON, OH 43085 | Plan Administrator | $8,602 |
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.
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 | $7,696 | $80,177-90.4% | $123,894-93.8% | $57,658-86.7% |
| Participation rate | 19.3% | 74.4%-55.2pp | 81.4%-62.2pp | 70.2%-51.0pp |
| Annual return | 7.37% | 17.90%-10.5pp | 47.52%-40.1pp | 5.13%+2.2pp |
| Employer contribution / active EE | $0 | $2,913-100.0% | $4,617-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $395 | $5,130-92.3% | $5,984-93.4% | $3,061-87.1% |
| Admin fee / account holder | $0 | $106-100.0% | $8,357-100.0% | $95-100.0% |