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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $10,997 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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).
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $17,216 | $63,924-73.1% | $108,582-84.1% | $55,167-68.8% |
| Participation rate | 61.3% | 74.3%-13.0pp | 79.6%-18.2pp | 69.0%-7.6pp |
| Annual return | 8.80% | 15.31%-6.5pp | -51.70%+60.5pp | 169.23%-160.4pp |
| Employer contribution / active EE | $920 | $1,879-51.1% | $3,758-75.5% | $1,963-53.1% |
| Participant deferral / active EE | $2,403 | $3,067-21.7% | $4,311-44.3% | $3,054-21.3% |
| Admin fee / account holder | $52 | $618-91.5% | $7,645-99.3% | $504-89.6% |