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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,509 |
Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $5,105 |
Service code 26 1000 HARBOR BLVD 8TH FLOOR · WEEHAUKEN, NJ 07087 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $21,105 | $41,281-48.9% | $109,313-80.7% | $57,658-63.4% |
| Participation rate | 21.4% | 59.3%-37.9pp | 71.3%-49.9pp | 70.2%-48.8pp |
| Annual return | 5.89% | 8.97%-3.1pp | 22.07%-16.2pp | 5.13%+0.8pp |
| Employer contribution / active EE | $0 | $1,201-100.0% | $3,892-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $394 | $2,223-82.3% | $3,166-87.6% | $3,061-87.1% |
| Admin fee / account holder | $39 | $75-48.6% | $5,666-99.3% | $95-59.1% |