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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 42315 | Recordkeeping | $7,024 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 26 · EIN 41-0973005 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
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.
Annual investment return 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 | $32,117 | $46,722-31.3% | $130,660-75.4% | $65,185-50.7% |
| Participation rate | 29.2% | 60.9%-31.7pp | 71.7%-42.5pp | 70.2%-41.0pp |
| Annual return | 17.24% | 24.17%-6.9pp | 1709.29%-1692.1pp | 29.38%-12.1pp |
| Employer contribution / active EE | $626 | $1,488-57.9% | $4,092-84.7% | $2,177-71.2% |
| Participant deferral / active EE | $825 | $2,545-67.6% | $3,603-77.1% | $3,514-76.5% |
| Admin fee / account holder | $165 | $453-63.5% | $5,463-97.0% | $847-80.5% |