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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,955 |
Service code 52 · EIN 94-2936206 | Indirect Investment Fees | $2,995 |
MORGAN STANLEY SMITH BARNEY2 years 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.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,501 | $55,002-68.2% | $59,887-70.8% | $56,287-68.9% |
| Participation rate | 61.8% | 75.9%-14.1pp | 74.7%-12.9pp | 69.9%-8.1pp |
| Annual return | -8.21% | 1.13%-9.3pp | 3.46%-11.7pp | -9.96%+1.8pp |
| Employer contribution / active EE | $772 | $2,448-68.5% | $2,722-71.6% | $2,111-63.4% |
| Participant deferral / active EE | $1,899 | $3,121-39.2% | $3,402-44.2% | $3,350-43.3% |
| Admin fee / account holder | $64 | $236-73.0% | $3,591-98.2% | $521-87.8% |