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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,923 |
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).
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 | $8,859 | $44,059-79.9% | $71,671-87.6% | $69,631-87.3% |
| Participation rate | 19.9% | 60.8%-40.9pp | 68.7%-48.9pp | 70.7%-50.8pp |
| Annual return | 25.49% | 21.97%+3.5pp | 20.65%+4.8pp | 27571.02%-27545.5pp |
| Employer contribution / active EE | $377 | $1,305-71.1% | $2,460-84.7% | $2,032-81.4% |
| Participant deferral / active EE | $807 | $2,370-66.0% | $3,438-76.5% | $3,224-75.0% |
| Admin fee / account holder | $127 | $108+18.2% | $5,558-97.7% | $110+15.2% |