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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,777 |
Filed as: CBIZ ACCOUNTING TAX & ADVISORY Service code 15 · EIN 43-1143642 | Recordkeeping | $2,801 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $30,625 | $61,166-49.9% | $185,849-83.5% | $79,391-61.4% |
| Participation rate | 19.7% | 66.6%-46.9pp | 81.7%-62.0pp | 70.7%-51.0pp |
| Annual return | 13.38% | 19.45%-6.1pp | 122.10%-108.7pp | 116.88%-103.5pp |
| Employer contribution / active EE | $252 | $2,321-89.1% | $5,169-95.1% | $2,428-89.6% |
| Participant deferral / active EE | $955 | $2,789-65.7% | $5,569-82.8% | $4,046-76.4% |
| Admin fee / account holder | $457 | $710-35.6% | $16,244-97.2% | $627-27.1% |