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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,060 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $11,323 | $48,064-76.4% | $78,778-85.6% | $69,631-83.7% |
| Participation rate | 21.0% | 61.6%-40.5pp | 69.2%-48.2pp | 70.7%-49.7pp |
| Annual return | 21.74% | 21.81%-0.1pp | 35.62%-13.9pp | 27571.02%-27549.3pp |
| Employer contribution / active EE | $93 | $744-87.6% | $1,986-95.3% | $2,032-95.4% |
| Participant deferral / active EE | $985 | $2,079-52.6% | $2,958-66.7% | $3,224-69.5% |
| Admin fee / account holder | $22 | $152-85.4% | $5,134-99.6% | $110-79.9% |