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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $39,942 |
COMMONWEALTH FINANCIAL NETWORK1+ years Service code 26 29 SAWYER ROAD · WALTHAM, MA 024533423 | Advisory (Participants) | $14,907 |
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 | $29,288 | $51,769-43.4% | $57,356-48.9% | $52,331-44.0% |
| Participation rate | 56.0% | 75.2%-19.2pp | 75.1%-19.1pp | 68.1%-12.1pp |
| Annual return | 0.30% | 2.43%-2.1pp | 24.41%-24.1pp | 4.54%-4.2pp |
| Employer contribution / active EE | $1,109 | $2,335-52.5% | $2,689-58.7% | $1,882-41.1% |
| Participant deferral / active EE | $1,148 | $2,794-58.9% | $3,162-63.7% | $3,022-62.0% |
| Admin fee / account holder | $164 | $295-44.2% | $3,357-95.1% | $592-72.2% |