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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $20,378 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $34,150 | $52,884-35.4% | $84,753-59.7% | $55,167-38.1% |
| Participation rate | 42.7% | 67.5%-24.8pp | 76.6%-33.9pp | 69.0%-26.3pp |
| Annual return | 4.11% | 18.03%-13.9pp | 22.78%-18.7pp | 169.23%-165.1pp |
| Employer contribution / active EE | $631 | $2,233-71.8% | $3,574-82.4% | $1,963-67.9% |
| Participant deferral / active EE | $1,957 | $2,644-26.0% | $3,712-47.3% | $3,054-35.9% |
| Admin fee / account holder | $164 | $581-71.8% | $5,333-96.9% | $504-67.5% |