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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,256 |
Service code 27 P O BOX 14527 · ST. PETERSBURG, FL 337334527 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $86,101 | $89,652-4.0% | $141,197-39.0% | $65,186+32.1% |
| Participation rate | 66.4% | 74.7%-8.3pp | 82.5%-16.1pp | 70.2%-3.8pp |
| Annual return | 26.56% | 32.79%-6.2pp | 71.41%-44.8pp | 29.39%-2.8pp |
| Employer contribution / active EE | $0 | $3,065-100.0% | $4,736-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $6,514 | $5,691+14.5% | $6,710-2.9% | $3,514+85.4% |
| Admin fee / account holder | $693 | $569+21.9% | $10,265-93.3% | $847-18.2% |