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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $21,179 |
Filed as: KESTRA ADVISORY SERVICES, LLC Service code 28 · EIN 35-2552359 5707 SOUTHWEST PKWY BLDG 2 STE 400 · AUSTIN, TX 78735 | Investment Management | $11,736 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $36 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer 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).
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,513 | $102,422-80.9% | $147,117-86.7% | $80,959-75.9% |
| Participation rate | 31.4% | 75.9%-44.4pp | 82.2%-50.8pp | 67.7%-36.2pp |
| Annual return | 11.85% | 135.16%-123.3pp | 420.54%-408.7pp | 35.67%-23.8pp |
| Employer contribution / active EE | $283 | $3,717-92.4% | $4,932-94.3% | $2,757-89.7% |
| Participant deferral / active EE | $2,802 | $6,652-57.9% | $8,065-65.3% | $4,300-34.9% |
| Admin fee / account holder | $188 | $7,953-97.6% | $12,993-98.6% | $6,925-97.3% |