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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NZATIONWIDE Service code 15 · EIN 52-1309931 | Recordkeeping | $7,351 |
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.
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 | $14,738 | $61,356-76.0% | $149,696-90.2% | $71,511-79.4% |
| Participation rate | 45.9% | 62.5%-16.6pp | 78.8%-32.9pp | 67.9%-22.0pp |
| Annual return | 13.69% | 35.86%-22.2pp | 134.46%-120.8pp | 28.86%-15.2pp |
| Employer contribution / active EE | $858 | $2,382-64.0% | $4,821-82.2% | $2,589-66.8% |
| Participant deferral / active EE | $592 | $2,920-79.7% | $5,682-89.6% | $4,291-86.2% |
| Admin fee / account holder | $50 | $1,263-96.1% | $13,212-99.6% | $1,588-96.9% |