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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 15 · EIN 31-4156830 | Recordkeeping | $79,421 |
JOHN R WATERS & COMPANY3+ years Service code 10 225W WASHINGTON ST, STE 1120 · CHICAGO, IL 60606 | Accounting | $8,600 |
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 52 · EIN 35-2552359 | Indirect Investment Fees | $7,659 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $31,329 | $38,833-19.3% | $78,778-60.2% | $77,958-59.8% |
| Participation rate | 32.2% | 60.9%-28.7pp | 69.2%-37.0pp | 71.6%-39.4pp |
| Annual return | 26.70% | 20.31%+6.4pp | 35.62%-8.9pp | 20.87%+5.8pp |
| Employer contribution / active EE | $29 | $840-96.5% | $1,986-98.5% | $2,310-98.7% |
| Participant deferral / active EE | $1,683 | $1,776-5.2% | $2,958-43.1% | $3,537-52.4% |
| Admin fee / account holder | $299 | $89+235.6% | $5,134-94.2% | $97+206.8% |