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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,652 |
Service code 33 3500 OAK LAWN AVE · DALLAS, TX 75219 | Securities brokerage; Insurance broke... | $7,657 |
Service code 33 1776 PLEASANT PLAIN RD · FAIRFIELD, ID 525568757 | Securities brokerage; Insurance broke... | $6,267 |
NATIONWIDE3+ years Service code 15 | Recordkeeping | $5,416 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $24,663 | $44,059-44.0% | $71,671-65.6% | $69,631-64.6% |
| Participation rate | 34.9% | 60.8%-25.9pp | 68.7%-33.8pp | 70.7%-35.8pp |
| Annual return | 13.78% | 21.97%-8.2pp | 20.65%-6.9pp | 27571.02%-27557.2pp |
| Employer contribution / active EE | $255 | $1,305-80.5% | $2,460-89.6% | $2,032-87.5% |
| Participant deferral / active EE | $1,151 | $2,370-51.4% | $3,438-66.5% | $3,224-64.3% |
| Admin fee / account holder | $114 | $108+5.8% | $5,558-98.0% | $110+3.1% |