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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,485 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,346 | $46,360-21.6% | $147,617-75.4% | $52,331-30.5% |
| Participation rate | 45.6% | 64.9%-19.3pp | 84.6%-39.0pp | 68.1%-22.5pp |
| Annual return | 0.65% | 1.62%-1.0pp | 61.98%-61.3pp | 4.54%-3.9pp |
| Employer contribution / active EE | $840 | $2,126-60.5% | $5,564-84.9% | $1,882-55.3% |
| Participant deferral / active EE | $1,336 | $2,258-40.8% | $4,895-72.7% | $3,022-55.8% |
| Admin fee / account holder | $0 | $766-100.0% | $11,612-100.0% | $592-100.0% |