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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,266 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,700 | $77,638-88.8% | $156,551-94.4% | $62,881-86.2% |
| Participation rate | 60.2% | 71.2%-11.0pp | 84.0%-23.8pp | 69.3%-9.1pp |
| Annual return | 6.76% | 50.33%-43.6pp | 32.23%-25.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $491 | $3,444-85.7% | $5,501-91.1% | $2,281-78.5% |
| Participant deferral / active EE | $614 | $3,046-79.8% | $4,871-87.4% | $3,203-80.8% |
| Admin fee / account holder | $33 | $5,561-99.4% | $13,028-99.7% | $4,296-99.2% |