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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $7,674 |
Filed as: SAGEVIEW ADVISORY GROUP LLC Service code 28 · EIN 33-0818667 | Investment Management | $5,046 |
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).
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,568 | $55,415-70.1% | $155,509-89.3% | $74,495-77.8% |
| Participation rate | 42.8% | 61.9%-19.1pp | 78.2%-35.4pp | 67.2%-24.4pp |
| Annual return | 10.64% | 268.50%-257.9pp | 64.67%-54.0pp | 1364.94%-1354.3pp |
| Employer contribution / active EE | $539 | $2,267-76.2% | $4,672-88.5% | $2,623-79.4% |
| Participant deferral / active EE | $736 | $2,836-74.1% | $5,626-86.9% | $4,346-83.1% |
| Admin fee / account holder | $76 | $1,738-95.6% | $15,912-99.5% | $1,942-96.1% |