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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Filed as: NATIONWIDE FINANCIAL Service code 15 ONE NATIONWIDE BLVD · COLUMBUS, OH 43212 | Recordkeeping | $3,043 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,287 | $74,706-70.2% | $75,714-70.6% | $79,391-71.9% |
| Participation rate | 56.9% | 75.3%-18.5pp | 74.8%-18.0pp | 70.7%-13.8pp |
| Annual return | 29.17% | 18.52%+10.7pp | 104.62%-75.4pp | 116.88%-87.7pp |
| Employer contribution / active EE | $1,472 | $2,590-43.1% | $2,744-46.3% | $2,428-39.4% |
| Participant deferral / active EE | $2,674 | $3,533-24.3% | $3,820-30.0% | $4,046-33.9% |
| Admin fee / account holder | $0 | $374-100.0% | $3,619-100.0% | $627-100.0% |