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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $4,093 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $21,744 | $44,425-51.1% | $67,834-67.9% | $55,167-60.6% |
| Participation rate | 10.9% | 59.7%-48.8pp | 68.8%-57.8pp | 69.0%-58.0pp |
| Annual return | 5.97% | 17.80%-11.8pp | 138.47%-132.5pp | 169.23%-163.3pp |
| Employer contribution / active EE | $0 | $1,351-100.0% | $2,403-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $505 | $2,166-76.7% | $3,160-84.0% | $3,054-83.5% |
| Admin fee / account holder | $260 | $530-50.9% | $4,622-94.4% | $504-48.3% |