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| Provider | Service type | Compensation |
|---|---|---|
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $614,534 |
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,929 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $33,705 | $61,616-45.3% | $105,754-68.1% | $55,167-38.9% |
| Participation rate | 38.4% | 72.9%-34.5pp | 78.9%-40.5pp | 69.0%-30.6pp |
| Annual return | 5.06% | 11.15%-6.1pp | 12.25%-7.2pp | 169.23%-164.2pp |
| Employer contribution / active EE | $819 | $3,043-73.1% | $4,079-79.9% | $1,963-58.3% |
| Participant deferral / active EE | $2,258 | $4,213-46.4% | $5,326-57.6% | $3,054-26.1% |
| Admin fee / account holder | $78 | $379-79.4% | $8,309-99.1% | $504-84.5% |