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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $27,267 |
Service code 28 · EIN 82-5320133 | Investment Management | $26,258 |
NATIONWIDE10+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $2,141 |
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 | $62,177 | $55,437+12.2% | $155,534-60.0% | $74,459-16.5% |
| Participation rate | 65.8% | 61.9%+3.9pp | 78.2%-12.4pp | 67.2%-1.4pp |
| Annual return | 10.14% | 269.58%-259.4pp | 64.92%-54.8pp | 1369.70%-1359.6pp |
| Employer contribution / active EE | $725 | $2,266-68.0% | $4,675-84.5% | $2,626-72.4% |
| Participant deferral / active EE | $2,675 | $2,837-5.7% | $5,630-52.5% | $4,350-38.5% |
| Admin fee / account holder | $212 | $1,742-87.8% | $15,900-98.7% | $1,945-89.1% |