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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,417 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,766 | $49,451-64.1% | $79,576-77.7% | $66,930-73.5% |
| Participation rate | 19.4% | 61.3%-41.9pp | 69.5%-50.0pp | 69.8%-50.4pp |
| Annual return | -19.00% | 84.25%-103.3pp | 0.15%-19.2pp | 1.57%-20.6pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,413-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,380 | $3,159-56.3% | $3,985-65.4% | $4,238-67.4% |
| Admin fee / account holder | $301 | $595-49.4% | $6,834-95.6% | $593-49.3% |