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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $42,712 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $47,773 | $42,548+12.3% | $74,549-35.9% | $56,287-15.1% |
| Participation rate | 50.7% | 60.5%-9.8pp | 69.1%-18.5pp | 69.9%-19.2pp |
| Annual return | -3.51% | 12.40%-15.9pp | 32.53%-36.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $151 | $855-82.4% | $1,961-92.3% | $2,111-92.9% |
| Participant deferral / active EE | $2,698 | $2,277+18.5% | $3,108-13.2% | $3,350-19.5% |
| Admin fee / account holder | $342 | $467-26.8% | $5,059-93.2% | $521-34.4% |