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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 · EIN 31-4156830 | Recordkeeping Fees | $8,680 |
Filed as: METLIFE SECURITIES Service code 64 · EIN 13-5581829 | Recordkeeping Fees | $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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $30,940 | $46,732-33.8% | $156,551-80.2% | $55,167-43.9% |
| Participation rate | 33.3% | 65.8%-32.5pp | 84.0%-50.7pp | 69.0%-35.7pp |
| Annual return | 4.09% | 17.72%-13.6pp | 32.23%-28.1pp | 169.23%-165.1pp |
| Employer contribution / active EE | $382 | $2,105-81.8% | $5,501-93.1% | $1,963-80.5% |
| Participant deferral / active EE | $927 | $2,204-57.9% | $4,871-81.0% | $3,054-69.6% |
| Admin fee / account holder | $41 | $418-90.2% | $13,028-99.7% | $504-91.9% |