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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,994 |
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 | $59,575 | $81,474-26.9% | $133,959-55.5% | $73,493-18.9% |
| Participation rate | 56.7% | 76.4%-19.7pp | 79.8%-23.2pp | 70.7%-14.0pp |
| Annual return | 16.31% | 19.40%-3.1pp | 45.09%-28.8pp | 28.51%-12.2pp |
| Employer contribution / active EE | $661 | $2,209-70.1% | $3,919-83.1% | $2,270-70.9% |
| Participant deferral / active EE | $2,595 | $3,786-31.5% | $5,047-48.6% | $3,740-30.6% |
| Admin fee / account holder | $0 | $713-100.0% | $8,928-100.0% | $513-100.0% |