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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $26,312 |
PENSION ASSURANCE LLP2 years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $3,594 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
Opinion is qualified - a specific issue limited the scope or accuracy of the audit.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,967 | $78,707-59.4% | $117,861-72.9% | $70,126-54.4% |
| Participation rate | 49.0% | 73.2%-24.2pp | 79.7%-30.7pp | 69.5%-20.6pp |
| Annual return | 17.01% | 23.30%-6.3pp | 335.11%-318.1pp | 73.15%-56.1pp |
| Employer contribution / active EE | $891 | $2,223-59.9% | $3,786-76.5% | $2,343-62.0% |
| Participant deferral / active EE | $1,327 | $3,297-59.8% | $4,482-70.4% | $3,332-60.2% |
| Admin fee / account holder | $0 | $5,066-100.0% | $8,021-100.0% | $4,645-100.0% |