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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $10,250 |
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 | $4,945 | $44,873-89.0% | $79,467-93.8% | $56,289-91.2% |
| Participation rate | 78.0% | 68.7%+9.3pp | 73.3%+4.7pp | 69.9%+8.2pp |
| Annual return | -6.14% | 0.81%-7.0pp | 718.30%-724.4pp | -9.96%+3.8pp |
| Employer contribution / active EE | $700 | $2,140-67.3% | $2,800-75.0% | $2,111-66.9% |
| Participant deferral / active EE | $682 | $2,746-75.2% | $3,704-81.6% | $3,350-79.6% |
| Admin fee / account holder | $0 | $418-100.0% | $5,104-100.0% | $521-100.0% |