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| Provider | Service type | Compensation |
|---|---|---|
Service code 26 · EIN 04-2675571 ATTN ADVISORY FEES COMPENSATON · WALTHAM, MA 024533483 | Advisory (Participants) | $25,708 |
NATIONWIDE5+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 · EIN 04-3275255 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,372 |
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.)
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 | $90,094 | $65,378+37.8% | $87,103+3.4% | $65,186+38.2% |
| Participation rate | 46.5% | 75.3%-28.9pp | 76.9%-30.4pp | 70.2%-23.7pp |
| Annual return | 24.85% | 31.28%-6.4pp | 28.19%-3.3pp | 29.39%-4.5pp |
| Employer contribution / active EE | $282 | $1,823-84.5% | $2,521-88.8% | $2,177-87.0% |
| Participant deferral / active EE | $2,097 | $3,389-38.1% | $4,049-48.2% | $3,514-40.3% |
| Admin fee / account holder | $722 | $520+38.9% | $7,491-90.4% | $847-14.8% |