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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,971 |
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 | $29,210 | $25,723+13.6% | $69,182-57.8% | $55,167-47.1% |
| Participation rate | 21.9% | 39.4%-17.6pp | 55.1%-33.2pp | 69.0%-47.1pp |
| Annual return | 5.17% | 9.56%-4.4pp | -21.93%+27.1pp | 169.23%-164.1pp |
| Employer contribution / active EE | $118 | $480-75.4% | $1,206-90.2% | $1,963-94.0% |
| Participant deferral / active EE | $592 | $963-38.5% | $1,897-68.8% | $3,054-80.6% |
| Admin fee / account holder | $0 | $365-100.0% | $2,697-100.0% | $504-100.0% |