Sign up free to preview peer percentile detail
Free accounts unlock saves, downloads, and 3-year history.
Sign up free to preview 10-year trajectory
Free accounts unlock saves, downloads, and 3-year history.
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST CO. Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $49,854 |
Service code 10 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Accounting | $7,968 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $28,239 | $52,467-46.2% | $57,196-50.6% | $55,167-48.8% |
| Participation rate | 69.6% | 75.8%-6.2pp | 75.3%-5.7pp | 69.0%+0.6pp |
| Annual return | 4.34% | 7.72%-3.4pp | 14.59%-10.3pp | 169.23%-164.9pp |
| Employer contribution / active EE | $903 | $2,477-63.5% | $2,683-66.3% | $1,963-54.0% |
| Participant deferral / active EE | $1,490 | $2,830-47.4% | $3,096-51.9% | $3,054-51.2% |
| Admin fee / account holder | $453 | $269+68.5% | $3,141-85.6% | $504-10.0% |