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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $28,541 |
MANN ASSOCIATES, INC.1+ years Filed as: MANN URRUTIA NELSON CPAS Service code 10 2515 VENTURE OAKS WAY · SACRAMENTO, CA 95833 | Accounting | $5,000 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $35,697 | $46,360-23.0% | $147,617-75.8% | $52,331-31.8% |
| Participation rate | 65.1% | 64.9%+0.2pp | 84.6%-19.5pp | 68.1%-3.0pp |
| Annual return | -1.30% | 1.62%-2.9pp | 61.98%-63.3pp | 4.54%-5.8pp |
| Employer contribution / active EE | $1,016 | $2,126-52.2% | $5,564-81.7% | $1,882-46.0% |
| Participant deferral / active EE | $2,662 | $2,258+17.9% | $4,895-45.6% | $3,022-11.9% |
| Admin fee / account holder | $395 | $766-48.5% | $11,612-96.6% | $592-33.3% |