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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $24,807 |
DELAWARE VALLEY RETIREMENT, INC.5+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $7,924 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $23,668 | $52,961-55.3% | $172,752-86.3% | $65,185-63.7% |
| Participation rate | 32.1% | 66.2%-34.1pp | 82.6%-50.6pp | 70.2%-38.1pp |
| Annual return | 17.64% | 30.12%-12.5pp | 802.97%-785.3pp | 29.38%-11.7pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $822 | $2,471-66.7% | $5,198-84.2% | $3,514-76.6% |
| Admin fee / account holder | $272 | $472-42.4% | $13,955-98.1% | $847-67.9% |