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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $14,918 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $4,774 |
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 | $7,155 | $51,226-86.0% | $82,744-91.4% | $66,938-89.3% |
| Participation rate | 80.9% | 67.9%+13.0pp | 72.6%+8.3pp | 69.8%+11.1pp |
| Annual return | -17.72% | -9.61%-8.1pp | 702.22%-719.9pp | 1.58%-19.3pp |
| Employer contribution / active EE | $1,209 | $2,612-53.7% | $3,008-59.8% | $2,545-52.5% |
| Participant deferral / active EE | $1,335 | $3,460-61.4% | $4,395-69.6% | $4,238-68.5% |
| Admin fee / account holder | $0 | $416-100.0% | $5,325-100.0% | $594-100.0% |