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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,458 |
DELAWARE VALLEY RETIREMENT, INC.8+ years Service code 15 21 CHESTER PIKE · RIDLEY PARK, PA 19078 | Recordkeeping | $8,494 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $20,544 | $65,092-68.4% | $143,799-85.7% | $66,938-69.3% |
| Participation rate | 29.4% | 65.2%-35.9pp | 80.3%-51.0pp | 69.8%-40.5pp |
| Annual return | -15.94% | -11.14%-4.8pp | -0.04%-15.9pp | 1.58%-17.5pp |
| Employer contribution / active EE | $0 | $2,362-100.0% | $4,952-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $771 | $2,920-73.6% | $5,638-86.3% | $4,238-81.8% |
| Admin fee / account holder | $268 | $502-46.6% | $14,677-98.2% | $594-54.8% |