See peer percentile detail. $4.99 for your first month.
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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $156,241 | $101,317+54.2% | $146,958+6.3% | $74,495+109.7% |
| Participation rate | 59.6% | 75.5%-15.9pp | 82.2%-22.5pp | 67.2%-7.6pp |
| Annual return | 13.32% | 8730.91%-8717.6pp | 418.34%-405.0pp | 1364.94%-1351.6pp |
| Employer contribution / active EE | $692 | $3,810-81.8% | $4,933-86.0% | $2,623-73.6% |
| Participant deferral / active EE | $7,868 | $7,303+7.7% | $8,070-2.5% | $4,346+81.0% |
| Admin fee / account holder | $417 | $1,739-76.0% | $12,998-96.8% | $1,942-78.5% |