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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $16,796 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $7,994 |
RUDD & COMPANY PLLC1+ years Service code 12 · EIN 82-0467399 | Consulting (pension); Direct payment ... | $7,342 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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.
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 | $12,813 | $47,078-72.8% | $100,671-87.3% | $55,191-76.8% |
| Participation rate | 46.8% | 58.0%-11.2pp | 70.7%-23.9pp | 69.2%-22.3pp |
| Annual return | -3.13% | 0.65%-3.8pp | 20.43%-23.6pp | 10.78%-13.9pp |
| Employer contribution / active EE | $359 | $1,065-66.3% | $4,012-91.1% | $1,899-81.1% |
| Participant deferral / active EE | $810 | $2,038-60.2% | $3,144-74.2% | $3,046-73.4% |
| Admin fee / account holder | $163 | $153+6.3% | $4,850-96.6% | $91+79.5% |