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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 | Recordkeeping | $12,556 |
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).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,338 | $77,638-55.8% | $156,551-78.1% | $62,881-45.4% |
| Participation rate | 94.4% | 71.2%+23.2pp | 84.0%+10.4pp | 69.3%+25.1pp |
| Annual return | 9.95% | 50.33%-40.4pp | 32.23%-22.3pp | 20.14%-10.2pp |
| Employer contribution / active EE | $6,677 | $3,444+93.9% | $5,501+21.4% | $2,281+192.7% |
| Participant deferral / active EE | $2,887 | $3,046-5.2% | $4,871-40.7% | $3,203-9.9% |
| Admin fee / account holder | $1,477 | $5,561-73.5% | $13,028-88.7% | $4,296-65.6% |