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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,341 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $5,962 | $50,637-88.2% | $86,582-93.1% | $62,293-90.4% |
| Participation rate | 79.1% | 67.9%+11.2pp | 73.5%+5.5pp | 69.5%+9.6pp |
| Annual return | 14.97% | 20.80%-5.8pp | 965.08%-950.1pp | 28.90%-13.9pp |
| Employer contribution / active EE | $691 | $2,075-66.7% | $2,839-75.7% | $2,042-66.2% |
| Participant deferral / active EE | $612 | $2,611-76.6% | $3,609-83.0% | $3,169-80.7% |
| Admin fee / account holder | $0 | $413-100.0% | $4,904-100.0% | $479-100.0% |