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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $17,864 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,373 | $63,768-86.9% | $98,477-91.5% | $79,393-89.5% |
| Participation rate | 83.2% | 69.9%+13.3pp | 73.3%+9.9pp | 70.7%+12.5pp |
| Annual return | 13.28% | 626.18%-612.9pp | 1493.59%-1480.3pp | 116.87%-103.6pp |
| Employer contribution / active EE | $936 | $2,558-63.4% | $2,961-68.4% | $2,428-61.4% |
| Participant deferral / active EE | $1,367 | $3,305-58.6% | $4,276-68.0% | $4,046-66.2% |
| Admin fee / account holder | $0 | $516-100.0% | $5,951-100.0% | $627-100.0% |