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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,756 |
BEENE GARTER LLP2 years Filed as: BEENE GARTER, LLP Service code 15 56 GRANDVILLE AVE SW, STE 100 · GRAND RAPIDS, MI 49503 | Recordkeeping | $3,151 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $13,802 | $65,376-78.9% | $87,104-84.2% | $65,185-78.8% |
| Participation rate | 57.4% | 75.3%-17.9pp | 76.9%-19.5pp | 70.2%-12.8pp |
| Annual return | 35.52% | 31.27%+4.2pp | 28.19%+7.3pp | 29.38%+6.1pp |
| Employer contribution / active EE | $1,049 | $1,822-42.5% | $2,521-58.4% | $2,177-51.8% |
| Participant deferral / active EE | $1,985 | $3,388-41.4% | $4,048-51.0% | $3,514-43.5% |
| Admin fee / account holder | $185 | $520-64.4% | $7,491-97.5% | $847-78.2% |