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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE COMPANY Service code 15 10W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Recordkeeping | $15,066 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $21,173 | $71,192-70.3% | $117,860-82.0% | $62,293-66.0% |
| Participation rate | 63.4% | 74.2%-10.9pp | 79.7%-16.3pp | 69.5%-6.1pp |
| Annual return | 15.65% | 18.66%-3.0pp | 335.10%-319.4pp | 28.90%-13.2pp |
| Employer contribution / active EE | $1,004 | $1,934-48.1% | $3,786-73.5% | $2,042-50.8% |
| Participant deferral / active EE | $2,813 | $3,189-11.8% | $4,482-37.2% | $3,169-11.2% |
| Admin fee / account holder | $209 | $587-64.5% | $8,021-97.4% | $479-56.4% |