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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 27 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Plan) | $4,945 |
Service code 15 · EIN 45-1665651 3859 S. COX AVE · SPRINGFIELD, MO 65807 | Recordkeeping | $4,615 |
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 | $4,233 | $55,453-92.4% | $170,435-97.5% | $62,293-93.2% |
| Participation rate | 42.7% | 66.4%-23.7pp | 83.6%-40.9pp | 69.5%-26.8pp |
| Annual return | 27.84% | 21.38%+6.5pp | 205.94%-178.1pp | 28.90%-1.1pp |
| Employer contribution / active EE | $656 | $2,164-69.7% | $5,432-87.9% | $2,042-67.9% |
| Participant deferral / active EE | $919 | $2,303-60.1% | $4,939-81.4% | $3,169-71.0% |
| Admin fee / account holder | $72 | $455-84.2% | $13,881-99.5% | $479-85.0% |