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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,417 |
RBC WEALTH MANAGEMENT1 year Filed as: RBC CAPITAL MARKETS CORP, LLC Service code 28 · EIN 41-1416330 | Investment Management | $7,705 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 | Advisory (Participants) | $2,916 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 15 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $405 |
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.
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 | $17,075 | $59,448-71.3% | $93,696-81.8% | $74,459-77.1% |
| Participation rate | 42.0% | 59.6%-17.7pp | 68.7%-26.8pp | 67.2%-25.3pp |
| Annual return | 11.34% | 82.11%-70.8pp | 133.74%-122.4pp | 1369.70%-1358.4pp |
| Employer contribution / active EE | $272 | $1,266-78.6% | $2,422-88.8% | $2,626-89.7% |
| Participant deferral / active EE | $1,769 | $3,052-42.0% | $4,417-60.0% | $4,350-59.3% |
| Admin fee / account holder | $97 | $3,027-96.8% | $8,287-98.8% | $1,945-95.0% |