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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 ATTN ADVISORY FEES COMPENSATON · WALTHAM, MA 024533483 | Advisory (Participants) | $24,539 |
NATIONWIDE4+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 · EIN 04-3275255 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,539 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $68,725 | $59,191+16.1% | $76,767-10.5% | $56,289+22.1% |
| Participation rate | 48.4% | 75.2%-26.8pp | 77.0%-28.6pp | 69.9%-21.5pp |
| Annual return | -7.51% | 6.62%-14.1pp | 2.43%-9.9pp | -9.96%+2.4pp |
| Employer contribution / active EE | $276 | $1,759-84.3% | $2,485-88.9% | $2,111-86.9% |
| Participant deferral / active EE | $2,063 | $3,255-36.6% | $3,852-46.4% | $3,350-38.4% |
| Admin fee / account holder | $669 | $489+36.7% | $6,675-90.0% | $521+28.4% |