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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $14,718 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $38,732 | $76,669-49.5% | $96,520-59.9% | $71,495-45.8% |
| Participation rate | 50.8% | 66.6%-15.8pp | 74.3%-23.6pp | 67.9%-17.2pp |
| Annual return | 17.44% | 48.29%-30.9pp | 35.72%-18.3pp | 28.85%-11.4pp |
| Employer contribution / active EE | $1,541 | $3,031-49.1% | $3,739-58.8% | $2,589-40.5% |
| Participant deferral / active EE | $2,893 | $3,771-23.3% | $4,879-40.7% | $4,291-32.6% |
| Admin fee / account holder | $139 | $2,028-93.2% | $6,733-97.9% | $1,588-91.3% |