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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $16,149 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,809 | $64,729-84.8% | $112,263-91.3% | $68,490-85.7% |
| Participation rate | 82.8% | 67.2%+15.6pp | 75.1%+7.7pp | 67.9%+14.9pp |
| Annual return | -17.06% | -11.40%-5.7pp | 27.49%-44.5pp | -7.85%-9.2pp |
| Employer contribution / active EE | $0 | $2,746-100.0% | $3,636-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,630 | $3,566-26.2% | $4,729-44.4% | $4,028-34.7% |
| Admin fee / account holder | $116 | $5,222-97.8% | $6,410-98.2% | $5,403-97.9% |