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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $20,145 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY INC Service code 28 100 MADISON ST STE 1300 · SYRACUSE, NY 13202 | Investment Management | $15,259 |
Service code 28 | Investment Management | $13,666 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,390 | $65,908-56.9% | $81,812-65.3% | $77,643-63.4% |
| Participation rate | 63.4% | 65.8%-2.4pp | 72.3%-8.9pp | 70.6%-7.1pp |
| Annual return | 14.00% | 26.64%-12.6pp | 773.79%-759.8pp | 31.24%-17.2pp |
| Employer contribution / active EE | $2,006 | $2,370-15.4% | $2,912-31.1% | $2,726-26.4% |
| Participant deferral / active EE | $3,664 | $3,505+4.5% | $4,319-15.2% | $4,647-21.2% |
| Admin fee / account holder | $79 | $526-84.9% | $7,386-98.9% | $430-81.6% |