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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY Service code 15 · EIN 31-1592130 | Recordkeeping | $6,696 |
APRIO BENEFIT ADVISORS LLC1+ years Filed as: APRIO BENEFIT ADVISORS, LC Service code 17 · EIN 58-2526504 | Pension Consulting | $4,888 |
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.
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 | $16,502 | $42,548-61.2% | $74,549-77.9% | $56,287-70.7% |
| Participation rate | 32.4% | 60.5%-28.1pp | 69.1%-36.8pp | 69.9%-37.5pp |
| Annual return | -7.11% | 12.40%-19.5pp | 32.53%-39.6pp | -9.96%+2.9pp |
| Employer contribution / active EE | $0 | $855-100.0% | $1,961-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $586 | $2,277-74.3% | $3,108-81.1% | $3,350-82.5% |
| Admin fee / account holder | $150 | $467-67.8% | $5,059-97.0% | $521-71.1% |