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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $97,477 |
Filed as: BENEFIT PLANS, INC. Service code 15 16924 FRANCES STREET - STE 100 · OMAHA, NE 681302357 | Recordkeeping | $22,912 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $10,808 | $41,256-73.8% | $86,582-87.5% | $77,958-86.1% |
| Participation rate | 53.6% | 63.0%-9.4pp | 73.5%-19.9pp | 71.6%-18.0pp |
| Annual return | 20.42% | 17.67%+2.8pp | 965.08%-944.7pp | 20.87%-0.4pp |
| Employer contribution / active EE | $544 | $1,613-66.3% | $2,839-80.8% | $2,310-76.5% |
| Participant deferral / active EE | $990 | $2,332-57.5% | $3,609-72.6% | $3,537-72.0% |
| Admin fee / account holder | $0 | $71-100.0% | $4,904-100.0% | $97-100.0% |