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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Filed as: NATIONWIDE INSURANCE COMPANY Service code 25 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Directed Trustee | $17,239 |
Filed as: RAYMOND JAMES Service code 27 P.O. BOX 14527 · ST. PETERSBURG, FL 33733 | Advisory (Plan) | $10,887 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,929 | $65,125-83.2% | $143,797-92.4% | $66,949-83.7% |
| Participation rate | 49.6% | 65.2%-15.6pp | 80.3%-30.7pp | 69.8%-20.2pp |
| Annual return | -16.42% | -11.13%-5.3pp | -0.04%-16.4pp | 1.57%-18.0pp |
| Employer contribution / active EE | $357 | $2,362-84.9% | $4,952-92.8% | $2,545-86.0% |
| Participant deferral / active EE | $1,232 | $2,920-57.8% | $5,638-78.1% | $4,239-70.9% |
| Admin fee / account holder | $120 | $503-76.2% | $14,679-99.2% | $594-79.8% |