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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 ONE NATIONAL PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $45,414 |
Filed as: IRON-CO-FID-TRADITIONAL Service code 26 · EIN 26-2409128 | Advisory (Participants) | $4,091 |
Service code 65 · EIN 13-3180178 | Account Maintenance | $1,150 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $770 |
Filed as: NYLIFE SECURITIES LLC Service code 26 51 MADISON AVE · NEW YORK, NY 100104592 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,558 | $42,367+17.0% | $79,583-37.7% | $64,824-23.6% |
| Participation rate | 20.7% | 64.7%-44.0pp | 69.5%-48.8pp | 71.5%-50.8pp |
| Annual return | -14.54% | -12.24%-2.3pp | 0.16%-14.7pp | 32.84%-47.4pp |
| Employer contribution / active EE | $1,455 | $1,181+23.3% | $2,414-39.7% | $2,507-42.0% |
| Participant deferral / active EE | $202 | $3,168-93.6% | $3,986-94.9% | $4,311-95.3% |
| Admin fee / account holder | $248 | $160+55.6% | $6,835-96.4% | $188+32.1% |