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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,274 |
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 | $31,693 | $55,002-42.4% | $59,899-47.1% | $56,289-43.7% |
| Participation rate | 74.2% | 75.9%-1.7pp | 74.7%-0.5pp | 69.9%+4.3pp |
| Annual return | 11.40% | 1.13%+10.3pp | 3.46%+7.9pp | -9.96%+21.4pp |
| Employer contribution / active EE | $1,387 | $2,448-43.3% | $2,723-49.1% | $2,111-34.3% |
| Participant deferral / active EE | $6,781 | $3,121+117.3% | $3,402+99.3% | $3,350+102.4% |
| Admin fee / account holder | $5 | $236-97.8% | $3,592-99.9% | $521-99.0% |