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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE BLVD · COLUMBUS, OH 43212 | Recordkeeping | $1,030 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $13,887 | $65,322-78.7% | $70,494-80.3% | $73,497-81.1% |
| Participation rate | 50.9% | 77.0%-26.1pp | 75.1%-24.2pp | 70.7%-19.8pp |
| Annual return | 84.85% | 15.71%+69.1pp | 109.16%-24.3pp | 28.51%+56.3pp |
| Employer contribution / active EE | $852 | $2,460-65.3% | $2,738-68.9% | $2,270-62.4% |
| Participant deferral / active EE | $2,236 | $3,375-33.7% | $3,711-39.7% | $3,740-40.2% |
| Admin fee / account holder | $0 | $214-100.0% | $3,848-100.0% | $513-100.0% |