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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,614 |
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).
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 | $20,362 | $67,170-69.7% | $74,577-72.7% | - |
| Participation rate | 10.4% | 57.3%-46.8pp | 68.1%-57.7pp | - |
| Annual return | 11.93% | -0.47%+12.4pp | 20.47%-8.5pp | - |
| Employer contribution / active EE | $0 | $1,012-100.0% | $2,525-100.0% | - |
| Participant deferral / active EE | $365 | $1,399-73.9% | $3,458-89.5% | - |
| Admin fee / account holder | $18 | $6,934-99.7% | $4,138-99.6% | - |