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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 55 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other Commissions | $22,312 |
PENSERV PLAN SERVICES, INC.1+ years Filed as: PENSERVCO, INC. Service code 15 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Recordkeeping | $4,307 |
IRON-CO-FID-COMPREHENSIVE1+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 51 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $1,654 |
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 27 10 WEST NATIONWIDE BOULEVARD · COLUMBUS, OH 43215 | Advisory (Plan) | $414 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,229 | $76,551-77.5% | $123,894-86.1% | $62,881-72.6% |
| Participation rate | 61.9% | 73.0%-11.1pp | 81.4%-19.5pp | 69.3%-7.4pp |
| Annual return | 4.93% | 18.68%-13.7pp | 47.52%-42.6pp | 20.14%-15.2pp |
| Employer contribution / active EE | $353 | $2,882-87.8% | $4,617-92.4% | $2,281-84.5% |
| Participant deferral / active EE | $4,777 | $4,840-1.3% | $5,984-20.2% | $3,203+49.1% |
| Admin fee / account holder | $0 | $4,826-100.0% | $8,357-100.0% | $4,296-100.0% |