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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,354 |
Service code 99 P.O. BOX 547 · COLWICH, KS 670300547 | Other Fees | $6,762 |
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.
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 | $44,054 | $35,485+24.1% | $74,551-40.9% | $55,725-20.9% |
| Participation rate | 21.6% | 62.5%-40.9pp | 69.1%-47.5pp | 70.9%-49.2pp |
| Annual return | -3.45% | 0.72%-4.2pp | 32.53%-36.0pp | 244.93%-248.4pp |
| Employer contribution / active EE | $94 | $777-87.9% | $1,961-95.2% | $2,078-95.5% |
| Participant deferral / active EE | $1,031 | $2,181-52.7% | $3,108-66.8% | $3,356-69.3% |
| Admin fee / account holder | $222 | $114+93.8% | $5,059-95.6% | $115+92.3% |