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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 | $99,442+2.9% | $113,397-9.8% | $71,012+44.0% |
| Participation rate | 39.0% | 78.9%-39.9pp | 76.5%-37.5pp | 58.6%-19.6pp |
| Annual return | 16.07% | 17.93%-1.9pp | 23.20%-7.1pp | 37.67%-21.6pp |
| Employer contribution / active EE | $1,173 | $3,068-61.8% | $2,977-60.6% | $2,348-50.1% |
| Participant deferral / active EE | $2,528 | $4,915-48.6% | $5,076-50.2% | $3,246-22.1% |
| Admin fee / account holder | $718 | $535+34.3% | $11,957-94.0% | $1,167-38.5% |