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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,719 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $49,503 | $46,722+6.0% | $130,660-62.1% | $65,185-24.1% |
| Participation rate | 59.6% | 60.9%-1.3pp | 71.7%-12.1pp | 70.2%-10.6pp |
| Annual return | 22.18% | 24.17%-2.0pp | 1709.29%-1687.1pp | 29.38%-7.2pp |
| Employer contribution / active EE | $863 | $1,488-42.0% | $4,092-78.9% | $2,177-60.3% |
| Participant deferral / active EE | $2,616 | $2,545+2.8% | $3,603-27.4% | $3,514-25.5% |
| Admin fee / account holder | $133 | $453-70.7% | $5,463-97.6% | $847-84.3% |