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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $23,717 |
Filed as: NATIONAL BENEFIT SERVICES LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $5,576 |
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 | $7,968 | $58,292-86.3% | $86,640-90.8% | $71,511-88.9% |
| Participation rate | 80.5% | 65.0%+15.5pp | 71.7%+8.8pp | 67.9%+12.6pp |
| Annual return | 15.93% | 21.63%-5.7pp | 592.52%-576.6pp | 28.86%-12.9pp |
| Employer contribution / active EE | $882 | $2,574-65.7% | $3,024-70.8% | $2,589-65.9% |
| Participant deferral / active EE | $1,267 | $3,438-63.1% | $4,438-71.5% | $4,291-70.5% |
| Admin fee / account holder | $36 | $1,057-96.6% | $5,616-99.4% | $1,588-97.7% |