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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $17,079 |
Filed as: RAYMOND JAMES Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
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 | $8,199 | $47,977-82.9% | $154,108-94.7% | $56,289-85.4% |
| Participation rate | 61.5% | 66.2%-4.6pp | 83.0%-21.5pp | 69.9%-8.3pp |
| Annual return | -1.81% | 3.54%-5.4pp | 735.21%-737.0pp | -9.96%+8.1pp |
| Employer contribution / active EE | $334 | $2,169-84.6% | $5,298-93.7% | $2,111-84.2% |
| Participant deferral / active EE | $1,152 | $2,392-51.8% | $5,081-77.3% | $3,350-65.6% |
| Admin fee / account holder | $76 | $438-82.8% | $13,411-99.4% | $521-85.5% |