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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 64 · EIN 31-1592130 ONE NATINWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $9,199 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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).
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 | $13,213 | $57,976-77.2% | $63,003-79.0% | $62,293-78.8% |
| Participation rate | 15.9% | 75.9%-60.1pp | 74.8%-58.9pp | 69.5%-53.7pp |
| Annual return | 13.75% | 17.54%-3.8pp | 87.59%-73.8pp | 28.90%-15.2pp |
| Employer contribution / active EE | $0 | $2,415-100.0% | $2,760-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $150 | $2,956-94.9% | $3,329-95.5% | $3,169-95.3% |
| Admin fee / account holder | $0 | $276-100.0% | $3,600-100.0% | $479-100.0% |