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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 | $65,084-38.4% | $67,681-40.8% | $64,340-37.7% |
| Participation rate | 45.6% | 66.7%-21.1pp | 73.7%-28.1pp | 55.2%-9.6pp |
| Annual return | 11.62% | 20.50%-8.9pp | 590.58%-579.0pp | 24.14%-12.5pp |
| Employer contribution / active EE | $1,281 | $2,398-46.6% | $2,678-52.2% | $1,862-31.2% |
| Participant deferral / active EE | $2,206 | $3,210-31.3% | $3,976-44.5% | $2,980-26.0% |
| Admin fee / account holder | $48 | $1,415-96.6% | $6,100-99.2% | $3,703-98.7% |