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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,266 |
Filed as: FIFTH THIRD SECURITIES Service code 26 5001 KINGSLEY DRIVE · CINCINNATI, OH 45227 | Advisory (Participants) | $0 |
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 | $13,213 | $46,319-71.5% | $143,770-90.8% | $64,811-79.6% |
| Participation rate | 7.3% | 64.2%-56.9pp | 80.3%-73.0pp | 71.5%-64.1pp |
| Annual return | -18.62% | -10.06%-8.6pp | -0.04%-18.6pp | 32.83%-51.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,951-100.0% | $2,506-100.0% |
| Participant deferral / active EE | $546 | $2,646-79.4% | $5,638-90.3% | $4,310-87.3% |
| Admin fee / account holder | $304 | $154+97.6% | $14,673-97.9% | $188+61.8% |