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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 42-6755710 | Advisory (Plan) | $38,114 |
NATIONWIDE6 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 26 · EIN 31-4156830 | Advisory (Participants) | $19,159 |
PLANNED FINANCIAL PROGRAMS6 years Filed as: PLANNED FINANCIAL PROGRAMS CO Service code 10 · EIN 22-1914735 | Accounting | $4,000 |
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.
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,241 | $101,672+53.7% | $147,117+6.2% | $74,478+109.8% |
| Participation rate | 59.6% | 75.5%-15.9pp | 82.2%-22.6pp | 67.2%-7.6pp |
| Annual return | 13.32% | 8757.83%-8744.5pp | 420.54%-407.2pp | 1370.56%-1357.2pp |
| Employer contribution / active EE | $692 | $3,813-81.9% | $4,932-86.0% | $2,626-73.6% |
| Participant deferral / active EE | $7,868 | $7,305+7.7% | $8,065-2.4% | $4,350+80.9% |
| Admin fee / account holder | $417 | $1,753-76.2% | $12,993-96.8% | $1,946-78.5% |