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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,671 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,943 | $49,249-81.8% | $70,476-87.3% | $79,852-88.8% |
| Participation rate | 44.9% | 69.2%-24.2pp | 75.1%-30.1pp | 69.6%-24.7pp |
| Annual return | 17.29% | 30.09%-12.8pp | 109.12%-91.8pp | 31.72%-14.4pp |
| Employer contribution / active EE | $0 | $2,100-100.0% | $2,738-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,154 | $2,769-22.2% | $3,710-41.9% | $3,740-42.4% |
| Admin fee / account holder | $169 | $2,878-94.1% | $3,847-95.6% | $5,306-96.8% |