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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $11,880 |
Filed as: HAUSER RETIREMENT SOLUTIONS LLC Service code 28 8260 NORTHCREEK DR. SUITE 200 · CINCINNATI, OH 45236 | Investment Management | $4,895 |
Filed as: SCHNEIDER MALE & STRAKOWSKI CO. E.A Service code 15 4520 COOPER ROAD SUITE 203 · CINCINNATI, OH 452425687 | Recordkeeping | $200 |
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).
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 | $13,780 | $55,453-75.2% | $170,435-91.9% | $62,293-77.9% |
| Participation rate | 39.9% | 66.4%-26.5pp | 83.6%-43.7pp | 69.5%-29.6pp |
| Annual return | 602.42% | 21.38%+581.0pp | 205.94%+396.5pp | 28.90%+573.5pp |
| Employer contribution / active EE | $0 | $2,164-100.0% | $5,432-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $3,102 | $2,303+34.7% | $4,939-37.2% | $3,169-2.1% |
| Admin fee / account holder | $50 | $455-88.9% | $13,881-99.6% | $479-89.5% |