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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 33 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities brokerage | $4,823 |
MY BENEFITS, LLC1+ years Service code 15 5352 PEACHTREE ROAD · ATLANTA, GA 303412450 | Recordkeeping | $1,868 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $41,736 | $36,916+13.1% | $156,551-73.3% | $57,658-27.6% |
| Participation rate | 15.7% | 63.4%-47.8pp | 84.0%-68.4pp | 70.2%-54.6pp |
| Annual return | 0.00% | 12.38%-12.4pp | 32.23%-32.2pp | 5.13%-5.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $380 | $1,926-80.3% | $4,871-92.2% | $3,061-87.6% |
| Admin fee / account holder | $103 | $82+24.8% | $13,028-99.2% | $95+8.9% |