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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,296 |
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 | $40,683 | $46,732-12.9% | $156,551-74.0% | $55,167-26.3% |
| Participation rate | 41.5% | 65.8%-24.3pp | 84.0%-42.5pp | 69.0%-27.5pp |
| Annual return | 5.50% | 17.72%-12.2pp | 32.23%-26.7pp | 169.23%-163.7pp |
| Employer contribution / active EE | $1,310 | $2,105-37.8% | $5,501-76.2% | $1,963-33.2% |
| Participant deferral / active EE | $823 | $2,204-62.6% | $4,871-83.1% | $3,054-73.0% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |