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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,207 |
Filed as: BENEFIT PLANS, INC. Service code 13 16924 FRANCES STREET · OMAHA, NE 681302357 | Contract Administrator | $1,628 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $30,575 | $42,546-28.1% | $71,796-57.4% | $55,167-44.6% |
| Participation rate | 60.5% | 59.1%+1.4pp | 69.1%-8.6pp | 69.0%-8.5pp |
| Annual return | 7.85% | 12.36%-4.5pp | 78.04%-70.2pp | 169.23%-161.4pp |
| Employer contribution / active EE | $555 | $803-30.9% | $1,924-71.1% | $1,963-71.7% |
| Participant deferral / active EE | $1,624 | $2,064-21.3% | $2,794-41.9% | $3,054-46.8% |
| Admin fee / account holder | $0 | $650-100.0% | $4,815-100.0% | $504-100.0% |