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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $22,913 |
Filed as: RAYMOND JAMES FIN SERV ADVISORS Service code 28 · EIN 59-2937883 TO BE POSED BY IMPAC-TOWER 3 · SAINT PETERSBURG, FL 33716 | Investment Management | $22,691 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $6,777 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $315 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $39,782 | $144,511-72.5% | $67,560-41.1% | - |
| Participation rate | 52.2% | 69.6%-17.4pp | 72.9%-20.7pp | - |
| Annual return | 16.61% | 20.85%-4.2pp | 3533.50%-3516.9pp | - |
| Employer contribution / active EE | $1,987 | $2,331-14.8% | $2,737-27.4% | - |
| Participant deferral / active EE | $2,826 | $3,447-18.0% | $4,004-29.4% | - |
| Admin fee / account holder | $197 | $8,271-97.6% | $3,994-95.1% | - |