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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,107 | $34,634-59.3% | $77,081-81.7% | $64,814-78.2% |
| Participation rate | 15.8% | 49.8%-34.1pp | 67.9%-52.1pp | 71.5%-55.7pp |
| Annual return | 40.72% | -5.31%+46.0pp | 42.33%-1.6pp | 32.84%+7.9pp |
| Employer contribution / active EE | $46 | $1,385-96.6% | $2,813-98.4% | $2,507-98.1% |
| Participant deferral / active EE | $700 | $2,553-72.6% | $4,428-84.2% | $4,310-83.8% |
| Admin fee / account holder | $0 | $178-100.0% | $5,427-100.0% | $188-100.0% |