Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIOWIDE Service code 15 · EIN 31-4156830 | Recordkeeping | $48,993 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,703 | $35,485-36.0% | $74,549-69.5% | $55,725-59.3% |
| Participation rate | 35.6% | 62.5%-27.0pp | 69.1%-33.6pp | 70.9%-35.3pp |
| Annual return | -5.73% | 0.72%-6.5pp | 32.53%-38.3pp | 244.93%-250.7pp |
| Employer contribution / active EE | $790 | $777+1.6% | $1,961-59.7% | $2,078-62.0% |
| Participant deferral / active EE | $1,581 | $2,181-27.5% | $3,108-49.1% | $3,356-52.9% |
| Admin fee / account holder | $258 | $114+125.5% | $5,059-94.9% | $115+123.9% |