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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE TRUST CO. Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $60,825 |
Service code 10 · EIN 85-0437924 3150 CARLISLE, NE SUITE 211 · ALBUQUERQUE, NM 87110 | Accounting | $8,220 |
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.)
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 | $33,847 | $57,976-41.6% | $63,005-46.3% | $62,293-45.7% |
| Participation rate | 66.2% | 75.9%-9.7pp | 74.8%-8.6pp | 69.5%-3.3pp |
| Annual return | 11.75% | 17.54%-5.8pp | 87.59%-75.8pp | 28.90%-17.1pp |
| Employer contribution / active EE | $891 | $2,415-63.1% | $2,760-67.7% | $2,042-56.4% |
| Participant deferral / active EE | $1,497 | $2,956-49.4% | $3,329-55.0% | $3,169-52.8% |
| Admin fee / account holder | $741 | $276+168.7% | $3,599-79.4% | $479+54.6% |