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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 13 · EIN 31-4156830 | Contract Administrator | $0 |
Participant contribution per participant 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.
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 | $12,674 | $75,832-83.3% | $147,617-91.4% | $59,633-78.7% |
| Participation rate | 95.5% | 71.6%+24.0pp | 84.6%+10.9pp | 68.7%+26.9pp |
| Annual return | 1.02% | 0.37%+0.7pp | 61.98%-61.0pp | 2041.45%-2040.4pp |
| Employer contribution / active EE | $2,272 | $3,485-34.8% | $5,564-59.2% | $2,203+3.1% |
| Participant deferral / active EE | $791 | $3,131-74.7% | $4,895-83.8% | $3,192-75.2% |
| Admin fee / account holder | $2 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |