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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,645 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $11,056 | $62,928-82.4% | $172,753-93.6% | $67,582-83.6% |
| Participation rate | 21.3% | 64.5%-43.1pp | 82.6%-61.3pp | 71.3%-50.0pp |
| Annual return | 28.06% | 30.36%-2.3pp | 803.00%-774.9pp | 378.57%-350.5pp |
| Employer contribution / active EE | $196 | $1,636-88.0% | $5,144-96.2% | $2,148-90.9% |
| Participant deferral / active EE | $713 | $2,145-66.8% | $5,198-86.3% | $3,539-79.9% |
| Admin fee / account holder | $0 | $167-100.0% | $13,956-100.0% | $142-100.0% |