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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 21 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $11,677 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,126 | $63,764-84.1% | $81,926-87.6% | $79,858-87.3% |
| Participation rate | 48.2% | 67.5%-19.3pp | 72.0%-23.8pp | 69.6%-21.4pp |
| Annual return | 18.30% | 22.66%-4.4pp | 29.49%-11.2pp | 31.72%-13.4pp |
| Employer contribution / active EE | $714 | $1,795-60.2% | $4,310-83.4% | $2,471-71.1% |
| Participant deferral / active EE | $1,417 | $2,780-49.0% | $7,108-80.1% | $3,740-62.1% |
| Admin fee / account holder | $0 | $4,426-100.0% | $5,159-100.0% | $5,306-100.0% |