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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,844 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 17 50082 AMERICPRISE FIANANCIAL CTR · MINNEAPOLIS, MN 554740000 | Pension Consulting | $0 |
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 | $41,884 | $55,453-24.5% | $170,435-75.4% | $62,293-32.8% |
| Participation rate | 43.5% | 66.4%-22.8pp | 83.6%-40.1pp | 69.5%-26.0pp |
| Annual return | 11.35% | 21.38%-10.0pp | 205.94%-194.6pp | 28.90%-17.5pp |
| Employer contribution / active EE | $885 | $2,164-59.1% | $5,432-83.7% | $2,042-56.6% |
| Participant deferral / active EE | $1,169 | $2,303-49.2% | $4,939-76.3% | $3,169-63.1% |
| Admin fee / account holder | $445 | $455-2.1% | $13,881-96.8% | $479-7.1% |