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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $40,298 |
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 | $34,781 | $60,795-42.8% | $69,464-49.9% | $65,185-46.6% |
| Participation rate | 75.9% | 74.9%+1.1pp | 74.6%+1.3pp | 70.2%+5.7pp |
| Annual return | 6.67% | 17.46%-10.8pp | 28.98%-22.3pp | 29.38%-22.7pp |
| Employer contribution / active EE | $1,932 | $2,452-21.2% | $2,779-30.5% | $2,177-11.3% |
| Participant deferral / active EE | $6,708 | $3,162+112.2% | $3,536+89.7% | $3,514+90.9% |
| Admin fee / account holder | $6 | $314-98.0% | $3,840-99.8% | $847-99.2% |