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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,994 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $30,640 | $62,928-51.3% | $172,753-82.3% | $67,582-54.7% |
| Participation rate | 18.7% | 64.5%-45.8pp | 82.6%-63.9pp | 71.3%-52.6pp |
| Annual return | 21.89% | 30.36%-8.5pp | 803.00%-781.1pp | 378.57%-356.7pp |
| Employer contribution / active EE | $185 | $1,636-88.7% | $5,144-96.4% | $2,148-91.4% |
| Participant deferral / active EE | $772 | $2,145-64.0% | $5,198-85.2% | $3,539-78.2% |
| Admin fee / account holder | $339 | $167+103.6% | $13,956-97.6% | $142+138.4% |