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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,339 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 28 · EIN 42-1445429 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Investment Management | $0 |
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.
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 | $42,083 | $77,816-45.9% | $123,552-65.9% | $64,173-34.4% |
| Participation rate | 69.2% | 74.7%-5.5pp | 82.3%-13.1pp | 69.6%-0.3pp |
| Annual return | -5.37% | 12.49%-17.9pp | 119.20%-124.6pp | 7.63%-13.0pp |
| Employer contribution / active EE | $0 | $3,014-100.0% | $4,628-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $8,319 | $5,240+58.8% | $6,426+29.5% | $3,470+139.8% |
| Admin fee / account holder | $66 | $5,519-98.8% | $9,285-99.3% | $4,887-98.6% |