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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 15 · EIN 04-3275255 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,470 |
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.)
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 | $44,041 | $46,745-5.8% | $60,547-27.3% | $52,331-15.8% |
| Participation rate | 49.5% | 58.6%-9.0pp | 68.0%-18.4pp | 68.1%-18.6pp |
| Annual return | -1.96% | 0.61%-2.6pp | 335.64%-337.6pp | 4.54%-6.5pp |
| Employer contribution / active EE | $0 | $1,259-100.0% | $2,419-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $929 | $2,145-56.7% | $3,328-72.1% | $3,022-69.3% |
| Admin fee / account holder | $333 | $537-37.9% | $4,536-92.6% | $592-43.6% |