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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,640 |
Filed as: MERRILL LYNCH, PIERCE, FENNER Service code 55 RETIREMENT GRP/DEBBIE SAWYER · PENNINGTON, NJ 08534 | Other Commissions | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $24,297 | $26,805-9.4% | $59,496-59.2% | $52,331-53.6% |
| Participation rate | 25.0% | 39.3%-14.3pp | 54.6%-29.6pp | 68.1%-43.1pp |
| Annual return | -3.19% | 2.61%-5.8pp | 182.05%-185.2pp | 4.54%-7.7pp |
| Employer contribution / active EE | $129 | $450-71.3% | $1,153-88.8% | $1,882-93.1% |
| Participant deferral / active EE | $613 | $916-33.1% | $1,829-66.5% | $3,022-79.7% |
| Admin fee / account holder | $0 | $305-100.0% | $2,232-100.0% | $592-100.0% |