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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,671 |
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.
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 | $9,918 | $46,360-78.6% | $147,618-93.3% | $52,331-81.0% |
| Participation rate | 56.7% | 64.9%-8.3pp | 84.6%-27.9pp | 68.1%-11.4pp |
| Annual return | -3.20% | 1.62%-4.8pp | 61.98%-65.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $319 | $2,126-85.0% | $5,565-94.3% | $1,882-83.1% |
| Participant deferral / active EE | $1,843 | $2,258-18.4% | $4,895-62.3% | $3,022-39.0% |
| Admin fee / account holder | $119 | $766-84.4% | $11,612-99.0% | $592-79.8% |