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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,235 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC. Service code 27 | Advisory (Plan) | $12,159 |
NATIONWIDE1+ years Service code 26 | Advisory (Participants) | $4,500 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES, INC. Service code 33 1250 CAPITAL OF TEXAS.HWY S · AUSTIN, TX 78746 | Securities brokerage; Insurance broke... | $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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $19,026 | $46,745-59.3% | $60,547-68.6% | $52,331-63.6% |
| Participation rate | 34.2% | 58.6%-24.4pp | 68.0%-33.8pp | 68.1%-33.9pp |
| Annual return | -3.31% | 0.61%-3.9pp | 335.64%-339.0pp | 4.54%-7.9pp |
| Employer contribution / active EE | $240 | $1,259-80.9% | $2,419-90.1% | $1,882-87.2% |
| Participant deferral / active EE | $1,078 | $2,145-49.8% | $3,328-67.6% | $3,022-64.3% |
| Admin fee / account holder | $89 | $537-83.5% | $4,536-98.0% | $592-85.0% |