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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 32 ONE NATIONWIDE PLAZA · COLUMBUS, OH 93215 | Real estate brokerage | $21,810 |
AMERICAN REALTY ADVISORS1+ years Filed as: AMERICAN INVESTORS COMPANY Service code 32 · EIN 94-2936206 2440 CAMINO RAMON, STE 103 · SAN RAMON, CA 94583 | Real estate brokerage | $0 |
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 | $40,894 | $39,132+4.5% | $57,196-28.5% | $62,881-35.0% |
| Participation rate | 47.9% | 70.5%-22.5pp | 75.3%-27.4pp | 69.3%-21.4pp |
| Annual return | 7.31% | 9.24%-1.9pp | 14.59%-7.3pp | 20.14%-12.8pp |
| Employer contribution / active EE | $0 | $1,874-100.0% | $2,683-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,873 | $2,374+21.0% | $3,096-7.2% | $3,203-10.3% |
| Admin fee / account holder | $0 | $2,594-100.0% | $3,141-100.0% | $4,296-100.0% |