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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,809 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $5,873 | $23,224-74.7% | $71,086-91.7% | $55,725-89.5% |
| Participation rate | 11.4% | 37.9%-26.4pp | 54.7%-43.2pp | 70.9%-59.4pp |
| Annual return | -3.54% | -2.87%-0.7pp | 650.59%-654.1pp | 244.93%-248.5pp |
| Employer contribution / active EE | $0 | $436-100.0% | $1,088-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $586 | $929-37.0% | $1,874-68.8% | $3,356-82.5% |
| Admin fee / account holder | $10 | $118-91.4% | $3,082-99.7% | $115-91.2% |