Filed June 28, 2024 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,494 |
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).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,908 | $58,726-38.9% | $92,233-61.1% | $62,292-42.4% |
| Participation rate | 61.5% | 68.3%-6.8pp | 76.5%-15.0pp | 69.5%-8.0pp |
| Annual return | 19.54% | 43.62%-24.1pp | 176.28%-156.7pp | 28.90%-9.4pp |
| Employer contribution / active EE | $1,243 | $2,392-48.0% | $3,679-66.2% | $2,042-39.1% |
| Participant deferral / active EE | $2,842 | $2,766+2.8% | $3,897-27.1% | $3,169-10.3% |
| Admin fee / account holder | $0 | $556-100.0% | $5,194-100.0% | $479-100.0% |