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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9 years Service code 14 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Plan Administrator | $131,431 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $102,282 | $99,823+2.5% | $122,979-16.8% | $65,191+56.9% |
| Participation rate | 39.0% | 80.1%-41.1pp | 77.2%-38.2pp | 63.0%-24.0pp |
| Annual return | 16.07% | 13.47%+2.6pp | 20.12%-4.0pp | 51.24%-35.2pp |
| Employer contribution / active EE | $1,173 | $3,224-63.6% | $3,062-61.7% | $2,400-51.1% |
| Participant deferral / active EE | $2,528 | $4,328-41.6% | $5,003-49.5% | $2,671-5.4% |
| Admin fee / account holder | $718 | $325+120.9% | $12,864-94.4% | $907-20.8% |