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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $21,979 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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).
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 | $27,358 | $47,977-43.0% | $154,111-82.2% | $56,287-51.4% |
| Participation rate | 63.7% | 66.2%-2.5pp | 83.0%-19.4pp | 69.9%-6.2pp |
| Annual return | 0.82% | 3.54%-2.7pp | 735.18%-734.4pp | -9.96%+10.8pp |
| Employer contribution / active EE | $1,330 | $2,169-38.7% | $5,298-74.9% | $2,111-37.0% |
| Participant deferral / active EE | $2,414 | $2,392+0.9% | $5,081-52.5% | $3,350-27.9% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |