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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 42-1445429 | Advisory (Participants) | $12,818 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $9,832 |
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $752 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,464 | $60,504-82.7% | $81,882-87.2% | $74,478-85.9% |
| Participation rate | 75.6% | 62.9%+12.6pp | 72.4%+3.2pp | 67.2%+8.3pp |
| Annual return | 11.83% | 16.91%-5.1pp | 779.47%-767.6pp | 1370.56%-1358.7pp |
| Employer contribution / active EE | $923 | $2,627-64.8% | $2,916-68.3% | $2,626-64.8% |
| Participant deferral / active EE | $1,413 | $3,400-58.5% | $4,323-67.3% | $4,350-67.5% |
| Admin fee / account holder | $72 | $1,492-95.2% | $7,360-99.0% | $1,946-96.3% |