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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $9,092 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $16,701 | $43,730-61.8% | $121,220-86.2% | $64,173-74.0% |
| Participation rate | 51.4% | 58.3%-6.9pp | 71.8%-20.3pp | 69.6%-18.1pp |
| Annual return | -11.09% | 68.94%-80.0pp | 16.94%-28.0pp | 7.63%-18.7pp |
| Employer contribution / active EE | $951 | $1,297-26.7% | $4,023-76.4% | $2,381-60.1% |
| Participant deferral / active EE | $1,813 | $2,281-20.5% | $3,345-45.8% | $3,470-47.8% |
| Admin fee / account holder | $8 | $3,502-99.8% | $5,021-99.8% | $4,887-99.8% |