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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 35-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,111 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $27,382 | $52,293-47.6% | $178,498-84.7% | $73,412-62.7% |
| Participation rate | 25.5% | 65.3%-39.9pp | 81.9%-56.5pp | 72.2%-46.7pp |
| Annual return | 17.15% | 34.75%-17.6pp | 151.09%-133.9pp | 59.30%-42.1pp |
| Employer contribution / active EE | $616 | $1,735-64.5% | $5,011-87.7% | $2,234-72.4% |
| Participant deferral / active EE | $933 | $2,332-60.0% | $5,202-82.1% | $3,806-75.5% |
| Admin fee / account holder | $46 | $127-63.8% | $13,985-99.7% | $158-70.8% |