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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,451 |
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.
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 | $45,886 | $57,976-20.9% | $63,018-27.2% | $62,293-26.3% |
| Participation rate | 33.5% | 75.9%-42.5pp | 74.8%-41.3pp | 69.5%-36.0pp |
| Annual return | 11.70% | 17.54%-5.8pp | 87.62%-75.9pp | 28.90%-17.2pp |
| Employer contribution / active EE | $710 | $2,415-70.6% | $2,761-74.3% | $2,042-65.3% |
| Participant deferral / active EE | $1,467 | $2,956-50.4% | $3,330-55.9% | $3,169-53.7% |
| Admin fee / account holder | $232 | $276-15.7% | $3,601-93.5% | $479-51.5% |