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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $18,847 |
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).
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 | $39,177 | $50,464-22.4% | $75,784-48.3% | $52,331-25.1% |
| Participation rate | 22.0% | 66.8%-44.7pp | 75.8%-53.8pp | 68.1%-46.1pp |
| Annual return | -1.88% | 1.03%-2.9pp | 9.68%-11.6pp | 4.54%-6.4pp |
| Employer contribution / active EE | $632 | $1,988-68.2% | $3,323-81.0% | $1,882-66.4% |
| Participant deferral / active EE | $954 | $2,570-62.9% | $3,652-73.9% | $3,022-68.4% |
| Admin fee / account holder | $0 | $1,103-100.0% | $5,300-100.0% | $592-100.0% |