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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $42,025 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $24,325 | $83,884-71.0% | $64,099-62.1% | $74,440-67.3% |
| Participation rate | 63.8% | 76.6%-12.8pp | 72.3%-8.5pp | 70.7%-6.9pp |
| Annual return | 25.45% | 16.57%+8.9pp | 33.70%-8.2pp | 34.37%-8.9pp |
| Employer contribution / active EE | $1,136 | $3,084-63.1% | $2,748-58.6% | $2,638-56.9% |
| Participant deferral / active EE | $3,738 | $3,692+1.3% | $3,881-3.7% | $4,529-17.5% |
| Admin fee / account holder | $230 | $196+17.2% | $3,070-92.5% | $348-34.0% |