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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $12,548 |
HARFST AND ASSOCIATES3+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $7,149 |
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 | $9,719 | $55,453-82.5% | $170,435-94.3% | $62,293-84.4% |
| Participation rate | 81.2% | 66.4%+14.8pp | 83.6%-2.4pp | 69.5%+11.7pp |
| Annual return | 14.07% | 21.38%-7.3pp | 205.94%-191.9pp | 28.90%-14.8pp |
| Employer contribution / active EE | $626 | $2,164-71.1% | $5,432-88.5% | $2,042-69.4% |
| Participant deferral / active EE | $1,065 | $2,303-53.7% | $4,939-78.4% | $3,169-66.4% |
| Admin fee / account holder | $71 | $455-84.5% | $13,881-99.5% | $479-85.2% |