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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,906 |
CBIZ RETIREMENT PLAN SERVICES2+ years Service code 15 · EIN 52-0807416 | Recordkeeping | $9,776 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $10,652 | $46,732-77.2% | $156,551-93.2% | $55,167-80.7% |
| Participation rate | 100.0% | 65.8%+34.2pp | 84.0%+16.0pp | 69.0%+31.0pp |
| Annual return | 4.75% | 17.72%-13.0pp | 32.23%-27.5pp | 169.23%-164.5pp |
| Employer contribution / active EE | $1,223 | $2,105-41.9% | $5,501-77.8% | $1,963-37.7% |
| Participant deferral / active EE | $581 | $2,204-73.6% | $4,871-88.1% | $3,054-81.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |