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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLOMBUS, OH 43215 | Recordkeeping | $27,763 |
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).
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 | $26,985 | $46,360-41.8% | $147,618-81.7% | $52,331-48.4% |
| Participation rate | 35.3% | 64.9%-29.6pp | 84.6%-49.3pp | 68.1%-32.8pp |
| Annual return | -0.07% | 1.62%-1.7pp | 61.98%-62.1pp | 4.54%-4.6pp |
| Employer contribution / active EE | $448 | $2,126-78.9% | $5,565-91.9% | $1,882-76.2% |
| Participant deferral / active EE | $1,339 | $2,258-40.7% | $4,895-72.6% | $3,022-55.7% |
| Admin fee / account holder | $14 | $766-98.1% | $11,612-99.9% | $592-97.6% |