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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 54 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sales Loads | $14,411 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $11,569 | $52,967-78.2% | $172,753-93.3% | $65,186-82.3% |
| Participation rate | 48.3% | 66.2%-17.9pp | 82.6%-34.4pp | 70.2%-21.9pp |
| Annual return | 18.87% | 30.12%-11.3pp | 803.00%-784.1pp | 29.39%-10.5pp |
| Employer contribution / active EE | $0 | $2,190-100.0% | $5,144-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $1,186 | $2,471-52.0% | $5,198-77.2% | $3,514-66.2% |
| Admin fee / account holder | $104 | $472-78.0% | $13,956-99.3% | $847-87.7% |