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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 28 ONE NATIONWDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $20,535 |
PENTEGRA SERVICES, INC.4+ years Filed as: PENTEGRA Service code 14 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Plan Administrator | $6,487 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $26,840 | $35,485-24.4% | $74,549-64.0% | $55,725-51.8% |
| Participation rate | 50.6% | 62.5%-11.9pp | 69.1%-18.5pp | 70.9%-20.2pp |
| Annual return | -8.16% | 0.72%-8.9pp | 32.53%-40.7pp | 244.93%-253.1pp |
| Employer contribution / active EE | $307 | $777-60.5% | $1,961-84.3% | $2,078-85.2% |
| Participant deferral / active EE | $1,913 | $2,181-12.3% | $3,108-38.5% | $3,356-43.0% |
| Admin fee / account holder | $180 | $114+57.6% | $5,059-96.4% | $115+56.4% |