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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE INSURANCE Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,913 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $29,244 | $48,364-39.5% | $71,796-59.3% | $62,881-53.5% |
| Participation rate | 63.0% | 60.6%+2.3pp | 69.1%-6.1pp | 69.3%-6.3pp |
| Annual return | 14.70% | 13.16%+1.5pp | 78.04%-63.3pp | 20.14%-5.4pp |
| Employer contribution / active EE | $249 | $1,042-76.1% | $1,924-87.1% | $2,281-89.1% |
| Participant deferral / active EE | $2,599 | $2,091+24.3% | $2,794-7.0% | $3,203-18.9% |
| Admin fee / account holder | $4 | $3,771-99.9% | $4,815-99.9% | $4,296-99.9% |