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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,930 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $44,375 | $51,466-13.8% | $78,778-43.7% | $62,293-28.8% |
| Participation rate | 39.7% | 59.8%-20.1pp | 69.2%-29.5pp | 69.5%-29.8pp |
| Annual return | 16.76% | 19.96%-3.2pp | 35.62%-18.9pp | 28.90%-12.1pp |
| Employer contribution / active EE | $404 | $827-51.1% | $1,986-79.6% | $2,042-80.2% |
| Participant deferral / active EE | $1,970 | $2,147-8.3% | $2,958-33.4% | $3,169-37.8% |
| Admin fee / account holder | $369 | $489-24.5% | $5,134-92.8% | $479-22.9% |