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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURNCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $22,401 |
Service code 14 · EIN 66-0708309 | Plan Administrator | $18,383 |
NATIONWIDE4 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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $33,433 | $102,661-67.4% | $151,645-78.0% | $66,949-50.1% |
| Participation rate | 100.0% | 85.5%+14.5pp | 87.5%+12.5pp | 69.8%+30.2pp |
| Annual return | -11.44% | -10.81%-0.6pp | 3.34%-14.8pp | 1.57%-13.0pp |
| Employer contribution / active EE | $2,510 | $4,184-40.0% | $6,165-59.3% | $2,545-1.4% |
| Participant deferral / active EE | $2,072 | $6,645-68.8% | $8,363-75.2% | $4,239-51.1% |
| Admin fee / account holder | $293 | $630-53.5% | $11,614-97.5% | $594-50.6% |