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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,255 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $20,774 | $79,694-73.9% | $96,161-78.4% | $79,393-73.8% |
| Participation rate | 41.8% | 54.0%-12.2pp | 68.4%-26.6pp | 70.7%-28.9pp |
| Annual return | 15.30% | 40.84%-25.5pp | 192.01%-176.7pp | 116.87%-101.6pp |
| Employer contribution / active EE | $807 | $1,443-44.1% | $2,798-71.1% | $2,428-66.7% |
| Participant deferral / active EE | $1,235 | $2,539-51.4% | $4,349-71.6% | $4,046-69.5% |
| Admin fee / account holder | $0 | $630-100.0% | $5,538-100.0% | $627-100.0% |