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| Provider | Service type | Compensation |
|---|---|---|
Service code 10 · EIN 31-0997765 938 HEMPSTEAD DRIVE · CINCINNATI, OH 45231 | Accounting | $8,800 |
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,739 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $7,490 | $47,922-84.4% | $75,901-90.1% | $65,185-88.5% |
| Participation rate | 14.8% | 63.0%-48.2pp | 69.3%-54.5pp | 70.2%-55.4pp |
| Annual return | 13.81% | 24.12%-10.3pp | 30.76%-17.0pp | 29.38%-15.6pp |
| Employer contribution / active EE | $331 | $1,557-78.7% | $2,501-86.7% | $2,177-84.8% |
| Participant deferral / active EE | $517 | $2,550-79.7% | $3,603-85.7% | $3,514-85.3% |
| Admin fee / account holder | $411 | $532-22.6% | $5,420-92.4% | $847-51.5% |