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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,121 |
Filed as: MERRILL LYNCH PIERCE & FENNER Service code 27 1400 MERRILL LYNCH DR 4TH FL · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $58,578 | $57,108+2.6% | $94,229-37.8% | $52,331+11.9% |
| Participation rate | 51.4% | 72.9%-21.6pp | 78.8%-27.4pp | 68.1%-16.7pp |
| Annual return | -0.88% | 1.47%-2.4pp | 10.68%-11.6pp | 4.54%-5.4pp |
| Employer contribution / active EE | $670 | $1,735-61.4% | $3,587-81.3% | $1,882-64.4% |
| Participant deferral / active EE | $1,456 | $3,040-52.1% | $4,320-66.3% | $3,022-51.8% |
| Admin fee / account holder | $123 | $546-77.5% | $6,269-98.0% | $592-79.2% |