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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $15,107 |
HILL WARD HENDERSON2 years Filed as: HILL COUNTRY GROUP Service code 53 2 SPENCER RD · BOERNE, TX 78006 | Insurance Commissions | $11,867 |
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 19 | Securities Custodian | $1,342 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,856 | $104,479-81.0% | $159,474-87.5% | $79,391-75.0% |
| Participation rate | 59.4% | 76.6%-17.3pp | 82.8%-23.5pp | 70.7%-11.3pp |
| Annual return | 15.08% | 67.98%-52.9pp | 263.68%-248.6pp | 116.88%-101.8pp |
| Employer contribution / active EE | $236 | $3,417-93.1% | $4,831-95.1% | $2,428-90.3% |
| Participant deferral / active EE | $1,476 | $6,468-77.2% | $7,353-79.9% | $4,046-63.5% |
| Admin fee / account holder | $251 | $711-64.7% | $10,802-97.7% | $627-60.0% |