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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $44,136 |
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.
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 | $56,558 | $49,138+15.1% | $84,021-32.7% | $65,185-13.2% |
| Participation rate | 46.3% | 60.7%-14.4pp | 69.0%-22.7pp | 70.2%-23.9pp |
| Annual return | 20.12% | 23.00%-2.9pp | 71.32%-51.2pp | 29.38%-9.3pp |
| Employer contribution / active EE | $153 | $914-83.3% | $1,984-92.3% | $2,177-93.0% |
| Participant deferral / active EE | $2,737 | $2,397+14.2% | $3,239-15.5% | $3,514-22.1% |
| Admin fee / account holder | $362 | $543-33.4% | $6,102-94.1% | $847-57.3% |