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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $5,426 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,122 | $71,534-22.9% | $98,462-44.0% | $71,529-22.9% |
| Participation rate | 91.5% | 72.7%+18.8pp | 75.2%+16.3pp | 67.9%+23.5pp |
| Annual return | 16.24% | 32.44%-16.2pp | 21.17%-4.9pp | 28.97%-12.7pp |
| Employer contribution / active EE | $2,275 | $2,399-5.2% | $3,049-25.4% | $2,590-12.2% |
| Participant deferral / active EE | $3,871 | $4,109-5.8% | $4,738-18.3% | $4,291-9.8% |
| Admin fee / account holder | $466 | $1,677-72.2% | $8,875-94.8% | $1,588-70.7% |