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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $21,162 |
NOVA 401(K) ASSOCIATES1 year Service code 49 10777 NORTHWEST FWY STE 440 · HOUSTON, TX 77092 | Other Services | $15,954 |
CORNERSTONE WEALTH GROUP1 year Filed as: CORNERSTONE WEALTH ADVISORS, INC. Service code 55 1808 ASTON AVE #150 · CARLSBAD, CA 92008 | Other Commissions | $5,009 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $53,059 | $45,602+16.4% | $117,498-54.8% | $66,930-20.7% |
| Participation rate | 27.1% | 57.6%-30.6pp | 70.6%-43.5pp | 69.8%-42.7pp |
| Annual return | -18.50% | -16.74%-1.8pp | 29.75%-48.3pp | 1.57%-20.1pp |
| Employer contribution / active EE | $425 | $1,579-73.1% | $4,178-89.8% | $2,545-83.3% |
| Participant deferral / active EE | $1,509 | $2,845-47.0% | $4,071-62.9% | $4,238-64.4% |
| Admin fee / account holder | $42 | $661-93.7% | $5,646-99.3% | $593-93.0% |