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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $8,055 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $7,699 | $58,895-86.9% | $178,503-95.7% | $73,497-89.5% |
| Participation rate | 72.7% | 66.2%+6.5pp | 81.9%-9.2pp | 70.7%+2.0pp |
| Annual return | 17.30% | 24.86%-7.6pp | 151.12%-133.8pp | 28.51%-11.2pp |
| Employer contribution / active EE | $0 | $2,236-100.0% | $5,011-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $810 | $2,567-68.4% | $5,202-84.4% | $3,740-78.3% |
| Admin fee / account holder | $97 | $400-75.7% | $13,987-99.3% | $513-81.1% |