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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Direct payment from the plan; Custodi... | $19,862 |
Service code 26 6569 CARROLLTON AVE · INDIANAPOLIS, IN 46220 | Advisory (Participants) | $13,454 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $53,959 | $49,138+9.8% | $84,021-35.8% | $65,185-17.2% |
| Participation rate | 40.4% | 60.7%-20.3pp | 69.0%-28.6pp | 70.2%-29.8pp |
| Annual return | 20.06% | 23.00%-2.9pp | 71.32%-51.3pp | 29.38%-9.3pp |
| Employer contribution / active EE | $259 | $914-71.6% | $1,984-86.9% | $2,177-88.1% |
| Participant deferral / active EE | $1,495 | $2,397-37.6% | $3,239-53.8% | $3,514-57.4% |
| Admin fee / account holder | $443 | $543-18.4% | $6,102-92.7% | $847-47.7% |