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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 52 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Indirect Investment Fees | $15,898 |
Filed as: PRIME CAPITAL INVESTMENT ADVISORS, Service code 27 · EIN 82-1364595 | Advisory (Plan) | $12,500 |
ROGER E MAHER1 year Filed as: ROGER BLACKMON Service code 27 1241 CAMPBELL ROAD · HOUSTON, TX 77055 | Advisory (Plan) | $2,400 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,531 | $47,163-37.4% | $149,696-80.3% | $74,460-60.3% |
| Participation rate | 26.2% | 63.4%-37.3pp | 78.8%-52.6pp | 70.7%-44.6pp |
| Annual return | 21.92% | 22.75%-0.8pp | 134.46%-112.5pp | 34.38%-12.5pp |
| Employer contribution / active EE | $733 | $1,907-61.5% | $4,821-84.8% | $2,638-72.2% |
| Participant deferral / active EE | $1,238 | $2,730-54.7% | $5,682-78.2% | $4,530-72.7% |
| Admin fee / account holder | $105 | $343-69.5% | $13,212-99.2% | $348-69.9% |