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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,759 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $14,820 | $47,977-69.1% | $154,111-90.4% | $56,287-73.7% |
| Participation rate | 35.6% | 66.2%-30.6pp | 83.0%-47.4pp | 69.9%-34.2pp |
| Annual return | 0.18% | 3.54%-3.4pp | 735.18%-735.0pp | -9.96%+10.1pp |
| Employer contribution / active EE | $301 | $2,169-86.1% | $5,298-94.3% | $2,111-85.8% |
| Participant deferral / active EE | $1,078 | $2,392-54.9% | $5,081-78.8% | $3,350-67.8% |
| Admin fee / account holder | $0 | $438-100.0% | $13,411-100.0% | $521-100.0% |