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| Provider | Service type | Compensation |
|---|---|---|
Service code 15 · EIN 13-3689044 | Recordkeeping | $13,230 |
NATIONWIDE8+ years Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,986 |
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $29,284 | $44,714-34.5% | $91,227-67.9% | $66,949-56.3% |
| Participation rate | 70.9% | 65.0%+5.9pp | 73.2%-2.3pp | 69.8%+1.1pp |
| Annual return | -13.68% | -12.25%-1.4pp | 114.14%-127.8pp | 1.57%-15.2pp |
| Employer contribution / active EE | $1,292 | $1,710-24.5% | $2,851-54.7% | $2,545-49.2% |
| Participant deferral / active EE | $1,812 | $3,355-46.0% | $4,234-57.2% | $4,239-57.3% |
| Admin fee / account holder | $82 | $521-84.2% | $5,423-98.5% | $594-86.1% |