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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,463 |
WIPFLI LLP2+ years Service code 15 · EIN 39-0758449 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $9,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $63,005 | $60,165+4.7% | $74,184-15.1% | $55,167+14.2% |
| Participation rate | 60.3% | 74.2%-13.8pp | 76.6%-16.3pp | 69.0%-8.7pp |
| Annual return | 8.68% | 10.00%-1.3pp | 17.74%-9.1pp | 169.23%-160.5pp |
| Employer contribution / active EE | $244 | $1,600-84.7% | $2,370-89.7% | $1,963-87.6% |
| Participant deferral / active EE | $2,745 | $2,973-7.7% | $3,550-22.7% | $3,054-10.1% |
| Admin fee / account holder | $57 | $419-86.3% | $5,586-99.0% | $504-88.6% |