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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,675 |
WILLIAM BLAIR1+ years Filed as: WILLIAM STAPLES Service code 22 1410 S SALISBURY BLVD · SALISBURY, MD 21801 | Insurance Broker | $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).
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 | $49,496 | $50,498-2.0% | $75,784-34.7% | $55,191-10.3% |
| Participation rate | 13.6% | 69.4%-55.8pp | 75.8%-62.2pp | 69.2%-55.6pp |
| Annual return | -0.99% | 1.80%-2.8pp | 9.68%-10.7pp | 10.78%-11.8pp |
| Employer contribution / active EE | $444 | $2,291-80.6% | $3,323-86.6% | $1,899-76.6% |
| Participant deferral / active EE | $847 | $2,589-67.3% | $3,652-76.8% | $3,046-72.2% |
| Admin fee / account holder | $39 | $123-68.1% | $5,300-99.3% | $91-56.8% |