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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,300 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $21,290 | $70,002-69.6% | $115,038-81.5% | $52,331-59.3% |
| Participation rate | 13.8% | 72.1%-58.3pp | 81.4%-67.5pp | 68.1%-54.3pp |
| Annual return | -6.15% | 4.04%-10.2pp | 26.14%-32.3pp | 4.54%-10.7pp |
| Employer contribution / active EE | $0 | $2,715-100.0% | $4,608-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $410 | $4,920-91.7% | $6,026-93.2% | $3,022-86.4% |
| Admin fee / account holder | $370 | $566-34.7% | $8,175-95.5% | $592-37.5% |