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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 26 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $18,195 |
USI CONSULTING GROUP2 years Filed as: USI ADVISORS Service code 28 · EIN 06-1397347 95 GLASTONBURY BLVD STE 102 · GLASTONBURY, CT 06033 | Investment Management | $15,186 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $1,791 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 · EIN 31-4177100 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $1,184 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,809 | $102,393-86.5% | $147,041-90.6% | $80,911-82.9% |
| Participation rate | 17.5% | 75.9%-58.4pp | 82.2%-64.7pp | 67.6%-50.2pp |
| Annual return | 12.24% | 134.95%-122.7pp | 419.21%-407.0pp | 35.63%-23.4pp |
| Employer contribution / active EE | $1,808 | $3,715-51.3% | $4,935-63.4% | $2,756-34.4% |
| Participant deferral / active EE | $3,985 | $6,647-40.1% | $8,071-50.6% | $4,297-7.3% |
| Admin fee / account holder | $478 | $7,943-94.0% | $13,006-96.3% | $6,935-93.1% |