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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,594 |
DEFINITI LLC1 year Filed as: DEFINITI, LLC Service code 13 · EIN 85-0833363 3 HOLLAND STREET · ERIE, PA 16507 | Contract Administrator | $5,196 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $24,197 | $58,911-58.9% | $129,384-81.3% | $77,736-68.9% |
| Participation rate | 55.4% | 59.4%-4.0pp | 69.6%-14.2pp | 70.6%-15.2pp |
| Annual return | 11.30% | 24.75%-13.5pp | 9461.77%-9450.5pp | 31.26%-20.0pp |
| Employer contribution / active EE | $968 | $1,955-50.5% | $4,153-76.7% | $2,728-64.5% |
| Participant deferral / active EE | $2,338 | $3,220-27.4% | $4,166-43.9% | $4,651-49.7% |
| Admin fee / account holder | $189 | $592-68.0% | $7,686-97.5% | $433-56.3% |