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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,131 |
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).
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 | $30,011 | $80,753-62.8% | $136,298-78.0% | $62,293-51.8% |
| Participation rate | 37.5% | 73.5%-36.0pp | 81.9%-44.4pp | 69.5%-32.0pp |
| Annual return | 21.34% | 35.83%-14.5pp | 5156.27%-5134.9pp | 28.90%-7.6pp |
| Employer contribution / active EE | $1,263 | $2,884-56.2% | $4,696-73.1% | $2,042-38.2% |
| Participant deferral / active EE | $2,245 | $5,164-56.5% | $6,247-64.1% | $3,169-29.2% |
| Admin fee / account holder | $40 | $525-92.4% | $9,244-99.6% | $479-91.7% |