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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,002 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $5,170 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $64,422 | $48,576+32.6% | $169,452-62.0% | $56,287+14.5% |
| Participation rate | 36.7% | 65.8%-29.2pp | 77.8%-41.1pp | 69.9%-33.2pp |
| Annual return | -4.98% | -2.51%-2.5pp | 1.83%-6.8pp | -9.96%+5.0pp |
| Employer contribution / active EE | $187 | $1,559-88.0% | $4,157-95.5% | $2,111-91.1% |
| Participant deferral / active EE | $1,916 | $3,275-41.5% | $5,277-63.7% | $3,350-42.8% |
| Admin fee / account holder | $370 | $435-14.9% | $9,110-95.9% | $521-28.9% |