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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,180 |
Service code 52 · EIN 94-2936206 | Indirect Investment Fees | $4,395 |
Service code 52 1 NEW YORK PLAZAM 12TH FL · NEW YORK, NY 10004 | Indirect Investment Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $17,752 | $57,976-69.4% | $63,018-71.8% | $62,293-71.5% |
| Participation rate | 62.0% | 75.9%-13.9pp | 74.8%-12.8pp | 69.5%-7.5pp |
| Annual return | 14.88% | 17.54%-2.7pp | 87.62%-72.7pp | 28.90%-14.0pp |
| Employer contribution / active EE | $745 | $2,415-69.2% | $2,761-73.0% | $2,042-63.5% |
| Participant deferral / active EE | $1,970 | $2,956-33.4% | $3,330-40.8% | $3,169-37.8% |
| Admin fee / account holder | $91 | $276-67.0% | $3,601-97.5% | $479-81.0% |