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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 | Recordkeeping | $7,721 |
Service code 15 · EIN 66-0708309 | Recordkeeping | $4,502 |
NATIONWIDE5 years Filed as: NATIONWIDE PLANNING ASSOCIATES Service code 71 · EIN 22-3196827 | Brokerage Fees | $0 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return 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 | $21,204 | $65,566-67.7% | $86,235-75.4% | $75,177-71.8% |
| Participation rate | 100.0% | 60.5%+39.5pp | 69.0%+31.0pp | 67.2%+32.8pp |
| Annual return | 10.83% | 46.07%-35.2pp | 1170.03%-1159.2pp | 160.75%-149.9pp |
| Employer contribution / active EE | $215 | $1,553-86.2% | $2,381-91.0% | $2,671-92.0% |
| Participant deferral / active EE | $1,573 | $3,023-48.0% | $3,987-60.6% | $4,126-61.9% |
| Admin fee / account holder | $151 | $5,470-97.2% | $6,856-97.8% | $5,651-97.3% |