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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,316 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $28,724 | $52,884-45.7% | $84,753-66.1% | $55,167-47.9% |
| Participation rate | 69.1% | 67.5%+1.6pp | 76.6%-7.5pp | 69.0%+0.1pp |
| Annual return | 7.75% | 18.03%-10.3pp | 22.78%-15.0pp | 169.23%-161.5pp |
| Employer contribution / active EE | $583 | $2,233-73.9% | $3,574-83.7% | $1,963-70.3% |
| Participant deferral / active EE | $3,077 | $2,644+16.4% | $3,712-17.1% | $3,054+0.7% |
| Admin fee / account holder | $17 | $581-97.0% | $5,333-99.7% | $504-96.6% |