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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURNCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $24,243 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $15,264 |
LUIS CANDELARIO ROSARIO1 year Service code 10 · EIN 58-1515525 | Accounting | $8,400 |
NATIONWIDE3 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 115 W CENTURY RD STE 360 · PARAMUS, NJ 076520000 | Brokerage Fees | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,637 | $121,341-64.9% | $189,545-77.5% | $79,389-46.3% |
| Participation rate | 100.0% | 86.1%+13.9pp | 87.8%+12.2pp | 70.7%+29.3pp |
| Annual return | 9.34% | 21.08%-11.7pp | 555.36%-546.0pp | 116.89%-107.6pp |
| Employer contribution / active EE | $2,198 | $3,915-43.8% | $6,162-64.3% | $2,428-9.4% |
| Participant deferral / active EE | $1,691 | $6,395-73.6% | $8,220-79.4% | $4,046-58.2% |
| Admin fee / account holder | $345 | $651-47.1% | $12,049-97.1% | $626-45.0% |