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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $13,110 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 | Investment Management | $1,493 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 28 | Investment Management | $609 |
Service code 28 · EIN 62-1254528 ATTN ANNUITY COMMISSIONS 165 MADISO · MEMPHIS, FL 38103 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $36,599 | $36,002+1.7% | $161,489-77.3% | $64,728-43.5% |
| Participation rate | 17.4% | 57.4%-40.0pp | 78.7%-61.3pp | 57.9%-40.5pp |
| Annual return | 12.37% | 33.93%-21.6pp | 89.72%-77.4pp | 49.38%-37.0pp |
| Employer contribution / active EE | $606 | $1,380-56.1% | $4,268-85.8% | $2,243-73.0% |
| Participant deferral / active EE | $789 | $1,815-56.5% | $5,630-86.0% | $2,729-71.1% |
| Admin fee / account holder | $49 | $931-94.7% | $16,006-99.7% | $1,145-95.7% |