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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · BUFFALO, NY 142010600 | Recordkeeping | $0 |
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).
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,302 | $84,493-67.7% | $125,381-78.2% | $66,938-59.2% |
| Participation rate | 59.1% | 76.4%-17.3pp | 82.4%-23.3pp | 69.8%-10.7pp |
| Annual return | -20.39% | -8.49%-11.9pp | 572.31%-592.7pp | 1.58%-22.0pp |
| Employer contribution / active EE | $1,763 | $3,554-50.4% | $4,815-63.4% | $2,545-30.7% |
| Participant deferral / active EE | $3,388 | $6,783-50.1% | $7,448-54.5% | $4,238-20.1% |
| Admin fee / account holder | $12 | $685-98.2% | $10,007-99.9% | $594-98.0% |