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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $43,635 |
Filed as: BOON ADMINISTRATIVE SERVICES Service code 49 6300 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $0 |
NFP RETIREMENT INC4 years Filed as: KESTRA FINANCIAL/NFP ADVISOR SERV Service code 49 3600 BRIDGEPOINT PKWY BLDG 3 · AUSTIN, TX 78730 | Other Services | $0 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $8,242 | $40,435-79.6% | $80,648-89.8% | $74,473-88.9% |
| Participation rate | 83.3% | 47.4%+36.0pp | 67.0%+16.3pp | 70.7%+12.6pp |
| Annual return | 16.68% | 165.22%-148.5pp | 937.21%-920.5pp | 34.36%-17.7pp |
| Employer contribution / active EE | $3,074 | $1,498+105.2% | $2,724+12.9% | $2,638+16.5% |
| Participant deferral / active EE | $28 | $2,673-98.9% | $4,443-99.4% | $4,530-99.4% |
| Admin fee / account holder | $83 | $721-88.4% | $5,382-98.5% | $347-76.0% |