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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 27 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $500 |
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,096 | $64,705-38.0% | $62,929-36.3% | $67,986-41.0% |
| Participation rate | 45.6% | 65.6%-20.0pp | 73.1%-27.5pp | 57.2%-11.6pp |
| Annual return | 11.62% | 20.31%-8.7pp | 1063.93%-1052.3pp | 31.67%-20.0pp |
| Employer contribution / active EE | $1,281 | $2,376-46.1% | $2,505-48.8% | $2,019-36.5% |
| Participant deferral / active EE | $2,206 | $3,198-31.0% | $3,888-43.3% | $3,358-34.3% |
| Admin fee / account holder | $48 | $1,428-96.6% | $5,065-99.0% | $3,203-98.5% |