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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $44,440 |
Filed as: AMERPRISE FINANCIAL SERVICES Service code 26 50082 AMERPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $29,529 | $88,122-66.5% | $141,191-79.1% | $67,579-56.3% |
| Participation rate | 68.1% | 76.5%-8.3pp | 82.5%-14.4pp | 71.3%-3.2pp |
| Annual return | 63.97% | 75.40%-11.4pp | 71.41%-7.4pp | 378.56%-314.6pp |
| Employer contribution / active EE | $3,093 | $3,224-4.1% | $4,736-34.7% | $2,148+44.0% |
| Participant deferral / active EE | $5,952 | $5,958-0.1% | $6,710-11.3% | $3,539+68.2% |
| Admin fee / account holder | $37 | $131-72.1% | $10,264-99.6% | $142-74.3% |