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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,472 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 28 3515 PELHAM ROAD · GREENVILLE, SC 29615 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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).
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 | $33,179 | $52,467-36.8% | $57,196-42.0% | $55,167-39.9% |
| Participation rate | 59.7% | 75.8%-16.1pp | 75.3%-15.6pp | 69.0%-9.3pp |
| Annual return | -2.69% | 7.72%-10.4pp | 14.59%-17.3pp | 169.23%-171.9pp |
| Employer contribution / active EE | $1,218 | $2,477-50.8% | $2,683-54.6% | $1,963-38.0% |
| Participant deferral / active EE | $1,594 | $2,830-43.7% | $3,096-48.5% | $3,054-47.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |