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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,595 |
Filed as: RIMKUS MARCIANO & ASSOCIATIES, NNC. Service code 11 3136 WINTON ROAD SOUTH · ROCHESTER, NY 14623 | Actuarial | $5,170 |
NFP RETIREMENT INC2+ years Filed as: NFP SECURITIES, INC. Service code 19 1250 CAPITAL OF TEXAS HIGHWAY S · AUSTIN, TX 787463300 | Securities Custodian | $750 |
CADARET GRANT & CO INC1 year Filed as: CADARET GRANT & COMPANY Service code 27 110 W FAYETTE STREET 5TH FLOOR · SYRACUSE, NY 13202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $6,402 | $30,599-79.1% | $74,577-91.4% | $57,658-88.9% |
| Participation rate | 25.3% | 49.1%-23.8pp | 68.1%-42.8pp | 70.2%-44.9pp |
| Annual return | 6.76% | 14.24%-7.5pp | 20.47%-13.7pp | 5.13%+1.6pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $476 | $1,805-73.7% | $3,458-86.2% | $3,061-84.5% |
| Admin fee / account holder | $0 | $98-100.0% | $4,138-100.0% | $95-100.0% |