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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,297 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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).
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 | $5,248 | $44,425-88.2% | $67,834-92.3% | $55,167-90.5% |
| Participation rate | 25.1% | 59.7%-34.6pp | 68.8%-43.7pp | 69.0%-43.9pp |
| Annual return | 55.23% | 17.80%+37.4pp | 138.47%-83.2pp | 169.23%-114.0pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $795 | $2,166-63.3% | $3,160-74.8% | $3,054-74.0% |
| Admin fee / account holder | $34 | $530-93.7% | $4,622-99.3% | $504-93.3% |