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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,634 |
LPL FINANCIAL2 years Filed as: LPL FINANCIAL - SMS SERVICEPROVIDER Service code 51 · EIN 95-2834236 | Investment Mgmt Fees | $6,512 |
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).
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 | $27,434 | $56,152-51.1% | $185,827-85.2% | $73,412-62.6% |
| Participation rate | 24.3% | 67.6%-43.3pp | 78.0%-53.8pp | 72.2%-47.9pp |
| Annual return | 19.01% | 17.59%+1.4pp | 35.96%-16.9pp | 59.30%-40.3pp |
| Employer contribution / active EE | $437 | $1,532-71.4% | $4,087-89.3% | $2,234-80.4% |
| Participant deferral / active EE | $772 | $3,659-78.9% | $5,633-86.3% | $3,806-79.7% |
| Admin fee / account holder | $81 | $132-38.4% | $9,502-99.1% | $158-48.5% |