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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,710 |
Filed as: AMERIPRISE FINANCIAL SERVICES LLC Service code 28 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Investment Management | $11,866 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $7,699 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $585 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 28 · EIN 41-0973005 | Investment Management | $446 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,793 | $45,031-38.3% | $84,966-67.3% | $77,643-64.2% |
| Participation rate | 37.9% | 48.7%-10.8pp | 67.5%-29.6pp | 70.6%-32.7pp |
| Annual return | 10.20% | 79.22%-69.0pp | 66.38%-56.2pp | 31.24%-21.0pp |
| Employer contribution / active EE | $1,015 | $1,609-36.9% | $2,727-62.8% | $2,726-62.8% |
| Participant deferral / active EE | $1,784 | $2,807-36.4% | $4,519-60.5% | $4,647-61.6% |
| Admin fee / account holder | $106 | $912-88.4% | $6,149-98.3% | $430-75.5% |