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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping and information managem... | $58,538 |
PENSION ASSURANCE LLP1+ years Filed as: PENSION PLANNING CONSULTANTS, INC. Service code 12 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871110415 | Participant loan processing; Claims p... | $14,209 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,030 | $46,360-63.3% | $147,617-88.5% | $52,331-67.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 84.6%+15.4pp | 68.1%+31.9pp |
| Annual return | -1.86% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $351 | $2,126-83.5% | $5,565-93.7% | $1,882-81.3% |
| Participant deferral / active EE | $1,426 | $2,258-36.8% | $4,895-70.9% | $3,022-52.8% |
| Admin fee / account holder | $58 | $766-92.4% | $11,611-99.5% | $592-90.1% |