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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,446 |
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.)
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 | $47,993 | $47,9770% | $154,108-68.9% | $56,289-14.7% |
| Participation rate | 40.3% | 66.2%-25.8pp | 83.0%-42.7pp | 69.9%-29.5pp |
| Annual return | 6.43% | 3.54%+2.9pp | 735.21%-728.8pp | -9.96%+16.4pp |
| Employer contribution / active EE | $960 | $2,169-55.7% | $5,298-81.9% | $2,111-54.5% |
| Participant deferral / active EE | $1,294 | $2,392-45.9% | $5,081-74.5% | $3,350-61.4% |
| Admin fee / account holder | $522 | $438+19.1% | $13,411-96.1% | $521+0.2% |