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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,788 |
KEATING & ASSOCIATES, INC.1+ years Service code 15 1011 POYNTZ AVE · MANHATTAN, KS 66502 | Recordkeeping | $5,431 |
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.
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).
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 | $32,598 | $39,245-16.9% | $64,105-49.1% | $52,331-37.7% |
| Participation rate | 46.8% | 58.2%-11.4pp | 68.2%-21.4pp | 68.1%-21.3pp |
| Annual return | -2.75% | 14.79%-17.5pp | 791.24%-794.0pp | 4.54%-7.3pp |
| Employer contribution / active EE | $271 | $736-63.1% | $1,820-85.1% | $1,882-85.6% |
| Participant deferral / active EE | $1,434 | $1,992-28.0% | $2,822-49.2% | $3,022-52.6% |
| Admin fee / account holder | $52 | $592-91.2% | $4,499-98.8% | $592-91.2% |