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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,787 |
Service code 14 25 MERCHANT ST, SUITE 134 · CINCINNATI, OH 45246 | Plan Administrator | $2,195 |
OPPENHEIMER2 years Filed as: OPPENHEIMER & CO, INC. Service code 27 85 BROAD ST · NEW YORK, NY 10004 | Advisory (Plan) | $0 |
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).
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 | $12,403 | $37,196-66.7% | $154,108-92.0% | $55,725-77.7% |
| Participation rate | 51.8% | 64.1%-12.3pp | 83.0%-31.3pp | 70.9%-19.1pp |
| Annual return | 5.38% | 1319.68%-1314.3pp | 735.21%-729.8pp | 244.93%-239.6pp |
| Employer contribution / active EE | $1,140 | $1,614-29.4% | $5,298-78.5% | $2,078-45.1% |
| Participant deferral / active EE | $390 | $2,068-81.1% | $5,081-92.3% | $3,356-88.4% |
| Admin fee / account holder | $9 | $102-90.9% | $13,411-99.9% | $115-92.0% |