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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,826 |
CAMBRIDGE INVESTMENT RESEARCH3+ years Service code 27 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 525568757 | Advisory (Plan) | $12,068 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $19,572 | $55,453-64.7% | $170,435-88.5% | $62,293-68.6% |
| Participation rate | 50.3% | 66.4%-16.1pp | 83.6%-33.3pp | 69.5%-19.2pp |
| Annual return | 14.60% | 21.38%-6.8pp | 205.94%-191.3pp | 28.90%-14.3pp |
| Employer contribution / active EE | $769 | $2,164-64.4% | $5,432-85.8% | $2,042-62.3% |
| Participant deferral / active EE | $707 | $2,303-69.3% | $4,939-85.7% | $3,169-77.7% |
| Admin fee / account holder | $246 | $455-45.8% | $13,881-98.2% | $479-48.6% |