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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,331 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,801 | $54,717+0.2% | $86,216-36.4% | $71,511-23.4% |
| Participation rate | 48.2% | 60.1%-11.9pp | 69.0%-20.8pp | 67.9%-19.7pp |
| Annual return | 16.73% | 20.07%-3.3pp | 1169.42%-1152.7pp | 28.86%-12.1pp |
| Employer contribution / active EE | $2,270 | $1,267+79.2% | $2,382-4.7% | $2,589-12.3% |
| Participant deferral / active EE | $4,260 | $3,110+37.0% | $3,986+6.9% | $4,291-0.7% |
| Admin fee / account holder | $156 | $1,922-91.9% | $6,853-97.7% | $1,588-90.2% |