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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,629 |
SYNOVUS TRUST COMPANY2+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $12,443 |
Filed as: RETIREMENT PLAN SERVICE CO Service code 13 · EIN 58-2055093 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $6,524 |
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).
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 | $31,736 | $36,916-14.0% | $156,551-79.7% | $57,658-45.0% |
| Participation rate | 17.5% | 63.4%-45.9pp | 84.0%-66.5pp | 70.2%-52.7pp |
| Annual return | 6.61% | 12.38%-5.8pp | 32.23%-25.6pp | 5.13%+1.5pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,090 | $1,926-43.4% | $4,871-77.6% | $3,061-64.4% |
| Admin fee / account holder | $295 | $82+257.3% | $13,028-97.7% | $95+211.7% |