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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,309 |
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 | $24,435 | $75,183-67.5% | $123,894-80.3% | $55,167-55.7% |
| Participation rate | 31.1% | 72.8%-41.8pp | 81.4%-50.3pp | 69.0%-37.9pp |
| Annual return | 10.70% | 19.01%-8.3pp | 47.52%-36.8pp | 169.23%-158.5pp |
| Employer contribution / active EE | $1,095 | $2,823-61.2% | $4,617-76.3% | $1,963-44.2% |
| Participant deferral / active EE | $1,870 | $5,084-63.2% | $5,984-68.8% | $3,054-38.8% |
| Admin fee / account holder | $0 | $663-100.0% | $8,357-100.0% | $504-100.0% |