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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $8,330 |
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).
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 | $10,691 | $55,636-80.8% | $81,988-87.0% | $73,493-85.5% |
| Participation rate | 35.1% | 62.3%-27.2pp | 69.3%-34.2pp | 70.7%-35.6pp |
| Annual return | 21.55% | 19.07%+2.5pp | 41.31%-19.8pp | 28.51%-7.0pp |
| Employer contribution / active EE | $667 | $1,625-59.0% | $2,498-73.3% | $2,270-70.6% |
| Participant deferral / active EE | $750 | $2,762-72.8% | $3,722-79.8% | $3,740-79.9% |
| Admin fee / account holder | $3 | $493-99.5% | $5,665-100.0% | $513-99.5% |