Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,319 |
Service code 59 · EIN 94-1737782 | Shareholder Servicing | $0 |
Service code 21 · EIN 39-0394950 | Bank Trustee | $0 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $32,038 | $64,176-50.1% | $112,249-71.5% | $66,938-52.1% |
| Participation rate | 67.8% | 68.4%-0.6pp | 75.1%-7.3pp | 69.8%-2.0pp |
| Annual return | -21.70% | -13.80%-7.9pp | 27.48%-49.2pp | 1.58%-23.3pp |
| Employer contribution / active EE | $794 | $3,007-73.6% | $3,636-78.2% | $2,545-68.8% |
| Participant deferral / active EE | $4,434 | $3,694+20.0% | $4,729-6.2% | $4,238+4.6% |
| Admin fee / account holder | $62 | $626-90.2% | $6,412-99.0% | $594-89.6% |