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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,717 |
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).
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 | $47,410 | $86,332-45.1% | $125,180-62.1% | $65,185-27.3% |
| Participation rate | 59.0% | 75.3%-16.3pp | 79.8%-20.8pp | 70.2%-11.2pp |
| Annual return | 19.52% | 27.43%-7.9pp | 43.79%-24.3pp | 29.38%-9.9pp |
| Employer contribution / active EE | $635 | $2,040-68.9% | $3,866-83.6% | $2,177-70.8% |
| Participant deferral / active EE | $2,322 | $3,537-34.4% | $4,937-53.0% | $3,514-33.9% |
| Admin fee / account holder | $10 | $609-98.4% | $9,703-99.9% | $847-98.8% |