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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.
Participant contribution per participant is in the bottom quintile of the peer cohort.
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 | $38,165-4.1% | $189,758-80.7% | $69,255-47.2% |
| Participation rate | 17.4% | 66.7%-49.2pp | 79.8%-62.4pp | 69.0%-51.6pp |
| Annual return | 12.37% | 14.65%-2.3pp | 52.62%-40.3pp | 26.73%-14.4pp |
| Employer contribution / active EE | $606 | $1,589-61.9% | $4,767-87.3% | $2,645-77.1% |
| Participant deferral / active EE | $789 | $2,073-62.0% | $5,856-86.5% | $2,890-72.7% |
| Admin fee / account holder | $49 | $714-93.1% | $20,388-99.8% | $733-93.3% |