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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,376 |
Filed as: MERRILL LYNCH PIERCE & FENNER Service code 27 1400 MERRILL LYNCH DR 4TH FL · PENNINGTON, NJ 08534 | Advisory (Plan) | $0 |
Filed as: PURSHE KAPLAN STERLINGINVEST Service code 27 18 CORPORATE WOODS BLVD · ALBANY, NY 12211 | 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 | $70,598 | $71,192-0.8% | $117,861-40.1% | $62,293+13.3% |
| Participation rate | 56.9% | 74.2%-17.4pp | 79.7%-22.8pp | 69.5%-12.7pp |
| Annual return | 15.76% | 18.66%-2.9pp | 335.11%-319.3pp | 28.90%-13.1pp |
| Employer contribution / active EE | $622 | $1,934-67.9% | $3,786-83.6% | $2,042-69.6% |
| Participant deferral / active EE | $1,620 | $3,189-49.2% | $4,482-63.8% | $3,169-48.9% |
| Admin fee / account holder | $39 | $587-93.4% | $8,021-99.5% | $479-91.9% |