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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $5,598 |
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 | $12,040 | $56,894-78.8% | $84,753-85.8% | $62,881-80.9% |
| Participation rate | 44.4% | 68.5%-24.1pp | 76.6%-32.1pp | 69.3%-24.9pp |
| Annual return | 5.03% | 6.30%-1.3pp | 22.78%-17.8pp | 20.14%-15.1pp |
| Employer contribution / active EE | $4,288 | $2,400+78.7% | $3,574+20.0% | $2,281+88.0% |
| Participant deferral / active EE | $688 | $2,709-74.6% | $3,712-81.5% | $3,203-78.5% |
| Admin fee / account holder | $60 | $3,581-98.3% | $5,333-98.9% | $4,296-98.6% |