Filed November 17, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,510 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $38,437 | $57,976-33.7% | $63,018-39.0% | $62,293-38.3% |
| Participation rate | 39.1% | 75.9%-36.9pp | 74.8%-35.7pp | 69.5%-30.4pp |
| Annual return | 14.83% | 17.54%-2.7pp | 87.62%-72.8pp | 28.90%-14.1pp |
| Employer contribution / active EE | $1,822 | $2,415-24.6% | $2,761-34.0% | $2,042-10.8% |
| Participant deferral / active EE | $2,150 | $2,956-27.3% | $3,330-35.4% | $3,169-32.2% |
| Admin fee / account holder | $0 | $276-100.0% | $3,601-100.0% | $479-100.0% |