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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $7,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,923 | $39,245-74.7% | $64,105-84.5% | $52,331-81.0% |
| Participation rate | 49.2% | 58.2%-9.0pp | 68.2%-19.0pp | 68.1%-18.9pp |
| Annual return | 1.92% | 14.79%-12.9pp | 791.24%-789.3pp | 4.54%-2.6pp |
| Employer contribution / active EE | $217 | $736-70.5% | $1,820-88.1% | $1,882-88.5% |
| Participant deferral / active EE | $1,335 | $1,992-33.0% | $2,822-52.7% | $3,022-55.8% |
| Admin fee / account holder | $96 | $592-83.9% | $4,499-97.9% | $592-83.8% |