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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,497 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,884 | $65,582-31.6% | $64,099-30.0% | $71,495-37.2% |
| Participation rate | 40.3% | 73.2%-32.9pp | 72.3%-32.0pp | 67.9%-27.6pp |
| Annual return | 20.11% | 18.96%+1.1pp | 33.70%-13.6pp | 28.85%-8.7pp |
| Employer contribution / active EE | $853 | $2,671-68.0% | $2,748-69.0% | $2,589-67.0% |
| Participant deferral / active EE | $1,504 | $3,628-58.5% | $3,881-61.2% | $4,291-64.9% |
| Admin fee / account holder | $335 | $616-45.6% | $3,070-89.1% | $1,588-78.9% |