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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 04-3157927 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,199 |
Filed as: POLLARD & ASSOCIATES Service code 37 · EIN 52-0909772 ONE NORTH PARK DRIVE · HUNT VALLEY, MD 21030 | Loan Processing | $2,100 |
TIMOTHY DANEHOWER1 year Service code 16 · EIN 57-9725874 4327 MAJESTIC LN · FAIRFAX, VA 22033 | Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $195,719 | $55,470+252.8% | $155,556+25.8% | $74,478+162.8% |
| Participation rate | 68.0% | 61.9%+6.1pp | 78.2%-10.3pp | 67.2%+0.7pp |
| Annual return | 17.07% | 269.80%-252.7pp | 64.84%-47.8pp | 1370.56%-1353.5pp |
| Employer contribution / active EE | $4,338 | $2,267+91.4% | $4,675-7.2% | $2,626+65.2% |
| Participant deferral / active EE | $4,270 | $2,838+50.5% | $5,631-24.2% | $4,350-1.8% |
| Admin fee / account holder | $14 | $1,744-99.2% | $15,885-99.9% | $1,946-99.3% |