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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $9,265 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,444 | $45,602-88.1% | $117,472-95.4% | $66,914-91.9% |
| Participation rate | 13.0% | 57.6%-44.6pp | 70.6%-57.6pp | 69.8%-56.8pp |
| Annual return | -17.32% | -16.74%-0.6pp | 29.74%-47.1pp | 1.58%-18.9pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,176-100.0% | $2,544-100.0% |
| Participant deferral / active EE | $200 | $2,845-93.0% | $4,070-95.1% | $4,237-95.3% |
| Admin fee / account holder | $32 | $661-95.2% | $5,645-99.4% | $593-94.6% |