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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $143,293 |
WIPFLI LLP1+ years Service code 15 3703 OAKWOOD HILLS PARKWAY · EAU CLAIRE, WI 547017756 | Recordkeeping | $13,816 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $53,101 | $42,546+24.8% | $71,796-26.0% | $55,167-3.7% |
| Participation rate | 52.2% | 59.1%-6.9pp | 69.1%-16.9pp | 69.0%-16.8pp |
| Annual return | -1.64% | 12.36%-14.0pp | 78.04%-79.7pp | 169.23%-170.9pp |
| Employer contribution / active EE | $0 | $803-100.0% | $1,924-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $2,282 | $2,064+10.6% | $2,794-18.3% | $3,054-25.3% |
| Admin fee / account holder | $284 | $650-56.2% | $4,815-94.1% | $504-43.6% |