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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,806 |
WOODBURY FINANCIAL SERVICES7+ years Service code 27 7755 3RD STREET NORTH · OAK DALE, MN 55128 | Advisory (Plan) | $6,811 |
Service code 13 · EIN 62-1757444 | Contract Administrator | $400 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $24,627 | $56,540-56.4% | $185,851-86.7% | $86,821-71.6% |
| Participation rate | 20.7% | 65.5%-44.9pp | 81.7%-61.1pp | 72.3%-51.6pp |
| Annual return | 13.02% | 118.20%-105.2pp | 122.11%-109.1pp | 97.94%-84.9pp |
| Employer contribution / active EE | $524 | $1,844-71.6% | $5,168-89.9% | $2,406-78.2% |
| Participant deferral / active EE | $347 | $2,555-86.4% | $5,569-93.8% | $4,132-91.6% |
| Admin fee / account holder | $219 | $150+46.6% | $16,245-98.6% | $170+29.4% |