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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,452 |
CETERA ADVISOR NETWORKS LLC2 years Filed as: CWM Service code 28 · EIN 27-4011107 13321 CALIFORNIA ST · OMAHA, NE 68154 | Investment Management | $25,000 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 14 PO BOX 806 · BRAINERD, MN 56401 | Plan Administrator | $8,785 |
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 | $21,559 | $64,286-66.5% | $90,970-76.3% | $73,412-70.6% |
| Participation rate | 54.7% | 63.6%-8.9pp | 69.0%-14.3pp | 72.2%-17.5pp |
| Annual return | 14.89% | 21.46%-6.6pp | 134.60%-119.7pp | 59.30%-44.4pp |
| Employer contribution / active EE | $0 | $895-100.0% | $2,122-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $2,343 | $2,453-4.5% | $3,373-30.5% | $3,806-38.4% |
| Admin fee / account holder | $0 | $287-100.0% | $5,961-100.0% | $158-100.0% |