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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,010 |
DELAWARE VALLEY RETIREMENT, INC.1+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $9,241 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $17,570 | $46,360-62.1% | $147,617-88.1% | $52,331-66.4% |
| Participation rate | 40.4% | 64.9%-24.5pp | 84.6%-44.2pp | 68.1%-27.7pp |
| Annual return | -2.49% | 1.62%-4.1pp | 61.98%-64.5pp | 4.54%-7.0pp |
| Employer contribution / active EE | $272 | $2,126-87.2% | $5,564-95.1% | $1,882-85.6% |
| Participant deferral / active EE | $835 | $2,258-63.0% | $4,895-82.9% | $3,022-72.4% |
| Admin fee / account holder | $232 | $766-69.7% | $11,612-98.0% | $592-60.8% |