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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,625 |
Service code 27 · EIN 95-3845382 200 N PACIFIC COAST HWY STE 1200 · EL SEGUNDO, CA 902455672 | Advisory (Plan) | $8,437 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
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 | $16,571 | $92,766-82.1% | $82,763-80.0% | $134,545-87.7% |
| Participation rate | 100.0% | 75.2%+24.8pp | 72.6%+27.4pp | 81.2%+18.8pp |
| Annual return | -13.04% | 946.97%-960.0pp | 702.45%-715.5pp | 418.37%-431.4pp |
| Employer contribution / active EE | $3,282 | $3,273+0.3% | $3,008+9.1% | $4,742-30.8% |
| Participant deferral / active EE | $5,131 | $4,802+6.8% | $4,395+16.7% | $6,401-19.8% |
| Admin fee / account holder | $158 | $5,978-97.4% | $5,325-97.0% | $11,431-98.6% |