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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $13,707 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $1,317 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,330 | $54,573+14.2% | $90,970-31.5% | $73,493-15.2% |
| Participation rate | 33.3% | 61.2%-27.8pp | 69.0%-35.7pp | 70.7%-37.3pp |
| Annual return | 13.57% | 16.69%-3.1pp | 134.58%-121.0pp | 28.51%-14.9pp |
| Employer contribution / active EE | $607 | $991-38.8% | $2,122-71.4% | $2,270-73.3% |
| Participant deferral / active EE | $1,891 | $2,517-24.9% | $3,373-43.9% | $3,740-49.4% |
| Admin fee / account holder | $0 | $521-100.0% | $5,960-100.0% | $513-100.0% |