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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,489 |
Service code 17 · EIN 20-4548831 202 MONTROSE WEST AVE · COPLEY, OH 44321 | Pension Consulting | $900 |
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 | $19,862 | $36,767-46.0% | $81,473-75.6% | $62,293-68.1% |
| Participation rate | 23.8% | 54.4%-30.6pp | 68.0%-44.1pp | 69.5%-45.7pp |
| Annual return | 19.74% | 173.80%-154.1pp | 38.78%-19.0pp | 28.90%-9.2pp |
| Employer contribution / active EE | $0 | $1,128-100.0% | $2,568-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $607 | $2,111-71.2% | $3,537-82.8% | $3,169-80.8% |
| Admin fee / account holder | $22 | $797-97.2% | $4,561-99.5% | $479-95.4% |