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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $20,415 |
PRICEKUBECKA PLLC2 years Service code 10 · EIN 75-2783674 | Accounting | $7,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $60,548 | $83,485-27.5% | $125,195-51.6% | $72,976-17.0% |
| Participation rate | 48.9% | 73.3%-24.4pp | 79.8%-30.9pp | 69.5%-20.6pp |
| Annual return | 17.29% | 25.77%-8.5pp | 43.79%-26.5pp | 81.02%-63.7pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $3,866-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,973 | $3,586-45.0% | $4,937-60.0% | $3,608-45.3% |
| Admin fee / account holder | $183 | $5,518-96.7% | $9,704-98.1% | $5,124-96.4% |