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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,717 |
THE BENEFIT ADVANTAGE, INC.4+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $7,989 |
Filed as: THE O.N. EQUITY SALES CO Service code 33 · EIN 31-0742113 P.O. BOX 371 · CINCINNATI, OH 452010371 | Securities brokerage | $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 | $7,810 | $37,196-79.0% | $154,108-94.9% | $55,725-86.0% |
| Participation rate | 43.6% | 64.1%-20.5pp | 83.0%-39.5pp | 70.9%-27.3pp |
| Annual return | -6.15% | 1319.68%-1325.8pp | 735.21%-741.4pp | 244.93%-251.1pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $795 | $2,068-61.6% | $5,081-84.3% | $3,356-76.3% |
| Admin fee / account holder | $0 | $102-100.0% | $13,411-100.0% | $115-100.0% |