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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,391 |
HARFST AND ASSOCIATES2+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $5,070 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,018 | $46,732-82.8% | $156,551-94.9% | $55,167-85.5% |
| Participation rate | 78.7% | 65.8%+12.9pp | 84.0%-5.4pp | 69.0%+9.7pp |
| Annual return | 6.23% | 17.72%-11.5pp | 32.23%-26.0pp | 169.23%-163.0pp |
| Employer contribution / active EE | $623 | $2,105-70.4% | $5,501-88.7% | $1,963-68.2% |
| Participant deferral / active EE | $812 | $2,204-63.2% | $4,871-83.3% | $3,054-73.4% |
| Admin fee / account holder | $51 | $418-87.7% | $13,028-99.6% | $504-89.8% |