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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,688 |
Service code 33 3500 OAK LAWN AVE · DALLAS, TX 75219 | Securities brokerage; Insurance broke... | $18,020 |
NATIONWIDE4+ years Service code 15 | Recordkeeping | $5,020 |
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).
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 | $24,418 | $42,396-42.4% | $67,313-63.7% | $56,289-56.6% |
| Participation rate | 39.1% | 61.0%-21.9pp | 69.1%-30.0pp | 69.9%-30.7pp |
| Annual return | -7.46% | -36.63%+29.2pp | -4.08%-3.4pp | -9.96%+2.5pp |
| Employer contribution / active EE | $313 | $1,414-77.9% | $2,566-87.8% | $2,111-85.2% |
| Participant deferral / active EE | $1,476 | $2,360-37.4% | $3,568-58.6% | $3,350-55.9% |
| Admin fee / account holder | $142 | $510-72.2% | $4,507-96.9% | $521-72.8% |