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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,439 |
Filed as: VOYA FINANCIAL ADVISORS, INC. Service code 15 | Recordkeeping | $10,712 |
Filed as: VOYA FINANCIAL ADVISORS, LLC Service code 15 699 WALNUT ST STE. 1000 · DES MOINES, IA 503092803 | Recordkeeping | $0 |
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 | $17,646 | $47,977-63.2% | $154,114-88.5% | $56,287-68.6% |
| Participation rate | 56.0% | 66.2%-10.1pp | 83.0%-27.0pp | 69.9%-13.8pp |
| Annual return | -6.72% | 3.54%-10.3pp | 735.16%-741.9pp | -9.96%+3.2pp |
| Employer contribution / active EE | $741 | $2,169-65.9% | $5,298-86.0% | $2,111-64.9% |
| Participant deferral / active EE | $800 | $2,392-66.5% | $5,081-84.2% | $3,350-76.1% |
| Admin fee / account holder | $253 | $438-42.3% | $13,411-98.1% | $521-51.4% |