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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $18,814 |
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 | $11,774 | $62,928-81.3% | $172,753-93.2% | $67,582-82.6% |
| Participation rate | 48.2% | 64.5%-16.3pp | 82.6%-34.4pp | 71.3%-23.1pp |
| Annual return | 18.32% | 30.36%-12.0pp | 803.00%-784.7pp | 378.57%-360.3pp |
| Employer contribution / active EE | $302 | $1,636-81.5% | $5,144-94.1% | $2,148-85.9% |
| Participant deferral / active EE | $965 | $2,145-55.0% | $5,198-81.4% | $3,539-72.7% |
| Admin fee / account holder | $101 | $167-39.6% | $13,956-99.3% | $142-29.3% |