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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,745 |
Service code 15 50 STEWART AVENUE, SUITE 2 · HUNTINGTON, NY 11743 | Recordkeeping | $26,148 |
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 | $5,733 | $41,467-86.2% | $67,313-91.5% | $55,725-89.7% |
| Participation rate | 85.1% | 62.5%+22.6pp | 69.1%+16.0pp | 70.9%+14.2pp |
| Annual return | 4.73% | 0.82%+3.9pp | -4.08%+8.8pp | 244.93%-240.2pp |
| Employer contribution / active EE | $339 | $1,316-74.3% | $2,566-86.8% | $2,078-83.7% |
| Participant deferral / active EE | $97 | $2,399-96.0% | $3,568-97.3% | $3,356-97.1% |
| Admin fee / account holder | $132 | $102+29.3% | $4,507-97.1% | $115+14.6% |