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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43251 | Recordkeeping | $13,882 |
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).
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 | $11,021 | $53,412-79.4% | $68,509-83.9% | $52,331-78.9% |
| Participation rate | 45.7% | 71.7%-26.0pp | 74.7%-29.1pp | 68.1%-22.4pp |
| Annual return | 2.22% | 3.42%-1.2pp | 8.27%-6.1pp | 4.54%-2.3pp |
| Employer contribution / active EE | $343 | $1,607-78.6% | $2,278-84.9% | $1,882-81.8% |
| Participant deferral / active EE | $1,306 | $2,688-51.4% | $3,382-61.4% | $3,022-56.8% |
| Admin fee / account holder | $9 | $461-98.0% | $5,275-99.8% | $592-98.4% |