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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $16,936 |
Filed as: WOODBURY FIANCIAL SERVCIES, INC. Service code 55 7755 3RD STREET NORTH · OAKDALE, MN 551280000 | Other Commissions | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $17,275 | $63,114-72.6% | $92,909-81.4% | $65,185-73.5% |
| Participation rate | 94.3% | 68.8%+25.5pp | 76.0%+18.3pp | 70.2%+24.1pp |
| Annual return | 23.63% | 28.75%-5.1pp | 109.44%-85.8pp | 29.38%-5.7pp |
| Employer contribution / active EE | $2,057 | $2,571-20.0% | $3,653-43.7% | $2,177-5.5% |
| Participant deferral / active EE | $960 | $3,108-69.1% | $4,238-77.3% | $3,514-72.7% |
| Admin fee / account holder | $0 | $624-100.0% | $5,795-100.0% | $847-100.0% |