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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $30,089 |
ALLIANCE BENEFIT GROUP1 year Filed as: ALIANCE BENEFIT GROUP Service code 15 7425 HOLLISTER · HOUSTON, TX 77040 | Recordkeeping | $1,786 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $26,713 | $50,898-47.5% | $171,082-84.4% | $55,167-51.6% |
| Participation rate | 40.5% | 63.3%-22.7pp | 76.7%-36.2pp | 69.0%-28.5pp |
| Annual return | 8.40% | 15.34%-6.9pp | 32.56%-24.2pp | 169.23%-160.8pp |
| Employer contribution / active EE | $925 | $1,433-35.5% | $4,002-76.9% | $1,963-52.9% |
| Participant deferral / active EE | $2,290 | $2,994-23.5% | $4,797-52.3% | $3,054-25.0% |
| Admin fee / account holder | $24 | $500-95.3% | $8,520-99.7% | $504-95.3% |