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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $13,029 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $1,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $52,119 | $49,138+6.1% | $84,021-38.0% | $65,185-20.0% |
| Participation rate | 30.4% | 60.7%-30.4pp | 69.0%-38.7pp | 70.2%-39.8pp |
| Annual return | 18.54% | 23.00%-4.5pp | 71.32%-52.8pp | 29.38%-10.8pp |
| Employer contribution / active EE | $514 | $914-43.8% | $1,984-74.1% | $2,177-76.4% |
| Participant deferral / active EE | $1,270 | $2,397-47.0% | $3,239-60.8% | $3,514-63.9% |
| Admin fee / account holder | $0 | $543-100.0% | $6,102-100.0% | $847-100.0% |