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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZ · COLUMBUS, OH 43215 | Recordkeeping | $10,456 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,651 | $61,166-71.1% | $185,837-90.5% | $79,393-77.8% |
| Participation rate | 41.9% | 66.6%-24.7pp | 81.7%-39.8pp | 70.7%-28.8pp |
| Annual return | 16.03% | 19.45%-3.4pp | 122.08%-106.0pp | 116.87%-100.8pp |
| Employer contribution / active EE | $1,186 | $2,321-48.9% | $5,168-77.1% | $2,428-51.2% |
| Participant deferral / active EE | $1,662 | $2,789-40.4% | $5,568-70.1% | $4,046-58.9% |
| Admin fee / account holder | $257 | $710-63.8% | $16,241-98.4% | $627-59.0% |