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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,512 |
Service code 15 PO BOX 240098 · MONTGOMERY, AL 36124 | Recordkeeping | $5,451 |
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).
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 | $28,902 | $28,109+2.8% | $71,086-59.3% | $56,287-48.7% |
| Participation rate | 30.0% | 40.4%-10.4pp | 54.7%-24.7pp | 69.9%-39.9pp |
| Annual return | -10.04% | -615.05%+605.0pp | 650.59%-660.6pp | -9.96%-0.1pp |
| Employer contribution / active EE | $430 | $558-22.8% | $1,088-60.4% | $2,111-79.6% |
| Participant deferral / active EE | $599 | $1,116-46.3% | $1,874-68.0% | $3,350-82.1% |
| Admin fee / account holder | $99 | $585-83.0% | $3,082-96.8% | $521-81.0% |