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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $27,923 |
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.
Employer 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).
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,062 | $61,172-78.6% | $185,851-93.0% | $79,389-83.5% |
| Participation rate | 57.9% | 66.6%-8.7pp | 81.7%-23.8pp | 70.7%-12.8pp |
| Annual return | 12.26% | 19.45%-7.2pp | 122.11%-109.8pp | 116.89%-104.6pp |
| Employer contribution / active EE | $368 | $2,321-84.1% | $5,168-92.9% | $2,428-84.8% |
| Participant deferral / active EE | $1,256 | $2,788-55.0% | $5,569-77.5% | $4,046-69.0% |
| Admin fee / account holder | $134 | $710-81.1% | $16,245-99.2% | $626-78.5% |