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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $23,227 |
ASCENSUS LLC3+ years Filed as: ACCESS RETIREMENT SERVICES, LLC Service code 15 · EIN 62-1700633 | Recordkeeping | $12,600 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $52,512 | $60,545-13.3% | $92,240-43.1% | $69,631-24.6% |
| Participation rate | 33.9% | 72.2%-38.3pp | 76.5%-42.6pp | 70.7%-36.8pp |
| Annual return | 12.74% | 19.71%-7.0pp | 176.29%-163.6pp | 27571.02%-27558.3pp |
| Employer contribution / active EE | $0 | $2,633-100.0% | $3,680-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,117 | $2,828-60.5% | $3,897-71.3% | $3,224-65.3% |
| Admin fee / account holder | $101 | $145-30.2% | $5,194-98.1% | $110-8.5% |