Filed June 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,701 |
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).
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 | $32,156 | $52,884-39.2% | $84,753-62.1% | $55,167-41.7% |
| Participation rate | 51.2% | 67.5%-16.4pp | 76.6%-25.4pp | 69.0%-17.8pp |
| Annual return | 12.08% | 18.03%-6.0pp | 22.78%-10.7pp | 169.23%-157.1pp |
| Employer contribution / active EE | $1,077 | $2,233-51.8% | $3,574-69.9% | $1,963-45.1% |
| Participant deferral / active EE | $2,424 | $2,644-8.3% | $3,712-34.7% | $3,054-20.6% |
| Admin fee / account holder | $0 | $581-100.0% | $5,333-100.0% | $504-100.0% |