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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,458 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 | Advisory (Plan) | $9,638 |
RUDD & COMPANY PLLC2+ years Service code 12 · EIN 82-0467399 | Contract Administrator; Other fees; D... | $7,938 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $12,983 | $41,281-68.6% | $109,313-88.1% | $57,658-77.5% |
| Participation rate | 43.8% | 59.3%-15.5pp | 71.3%-27.4pp | 70.2%-26.4pp |
| Annual return | 7.37% | 8.97%-1.6pp | 22.07%-14.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $362 | $1,201-69.9% | $3,892-90.7% | $1,974-81.7% |
| Participant deferral / active EE | $783 | $2,223-64.8% | $3,166-75.3% | $3,061-74.4% |
| Admin fee / account holder | $155 | $75+106.3% | $5,666-97.3% | $95+64.2% |