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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 10 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $9,123 |
TRUSTMARK NATIONAL BANK1+ years Service code 12 248 EAST CAPITOL STREET · JACKSON, MS 39201 | Trustee (bank, trust company, or simi... | $625 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,119 | $39,162-63.9% | $100,671-86.0% | $59,633-76.3% |
| Participation rate | 71.6% | 55.9%+15.7pp | 70.7%+0.9pp | 68.7%+2.9pp |
| Annual return | -0.76% | 21.07%-21.8pp | 20.43%-21.2pp | 2041.40%-2042.2pp |
| Employer contribution / active EE | $893 | $1,151-22.4% | $4,012-77.8% | $2,203-59.5% |
| Participant deferral / active EE | $1,640 | $1,992-17.7% | $3,144-47.8% | $3,192-48.6% |
| Admin fee / account holder | $0 | $2,969-100.0% | $4,850-100.0% | $4,297-100.0% |