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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $41,667 |
GOLDLEAF PARTNERS3+ years Service code 14 14221 GOLF COURSE DRIVE · BAXTER, MN 56425 | Plan Administrator | $7,230 |
IRON-CO-FID-COMPREHENSIVE3+ years Filed as: IRON-CO-FID--COMPREHENSIVE Service code 15 630 DUNDEE ROAD STE 200 · NORTHBROOK, IL 60062 | Recordkeeping | $3,199 |
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $800 |
Filed as: NORTHWESTERN MUTUAL INV SRVCS Service code 28 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,493 | $48,064-65.7% | $78,778-79.1% | $69,631-76.3% |
| Participation rate | 54.3% | 61.6%-7.3pp | 69.2%-14.9pp | 70.7%-16.4pp |
| Annual return | 23.33% | 21.81%+1.5pp | 35.62%-12.3pp | 27571.02%-27547.7pp |
| Employer contribution / active EE | $0 | $744-100.0% | $1,986-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,650 | $2,079+27.5% | $2,958-10.4% | $3,224-17.8% |
| Admin fee / account holder | $180 | $152+18.4% | $5,134-96.5% | $110+62.9% |