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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST CO. Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $61,429 |
Service code 10 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Accounting | $3,003 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $26,966 | $51,769-47.9% | $57,347-53.0% | $52,331-48.5% |
| Participation rate | 73.7% | 75.2%-1.5pp | 75.1%-1.4pp | 68.1%+5.6pp |
| Annual return | -3.08% | 2.43%-5.5pp | 24.40%-27.5pp | 4.54%-7.6pp |
| Employer contribution / active EE | $881 | $2,335-62.3% | $2,689-67.2% | $1,882-53.2% |
| Participant deferral / active EE | $1,513 | $2,794-45.8% | $3,162-52.1% | $3,022-49.9% |
| Admin fee / account holder | $444 | $295+50.8% | $3,356-86.8% | $592-24.9% |