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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $31,882 |
HILLTOP SECURITIES INC.1 year Filed as: HILLTOP SECURITIES INC Service code 28 · EIN 75-1382137 717 N HARWOOD ST STE 3400 · DALLAS, TX 75201 | Investment Management | $20,491 |
PROACCOUNT1 year Service code 15 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $6,722 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $216 |
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.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $12,743 | $89,093-85.7% | $102,434-87.6% | $77,736-83.6% |
| Participation rate | 57.5% | 80.9%-23.4pp | 76.5%-19.0pp | 70.6%-13.1pp |
| Annual return | 10.25% | 25.03%-14.8pp | 29.46%-19.2pp | 31.26%-21.0pp |
| Employer contribution / active EE | $1,145 | $2,699-57.6% | $3,023-62.1% | $2,728-58.0% |
| Participant deferral / active EE | $1,744 | $5,147-66.1% | $5,055-65.5% | $4,651-62.5% |
| Admin fee / account holder | $30 | $236-87.2% | $9,462-99.7% | $433-93.1% |