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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $31,672 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 27 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 554740000 | Advisory (Plan) | $22,433 |
RUDD & COMPANY PLLC8+ years Service code 12 · EIN 82-0467399 | Direct payment from the plan; Consult... | $12,017 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,586 | $47,898-54.9% | $117,498-81.6% | $64,814-66.7% |
| Participation rate | 41.3% | 61.9%-20.5pp | 70.6%-29.3pp | 71.5%-30.1pp |
| Annual return | -15.68% | -15.54%-0.1pp | 29.75%-45.4pp | 32.84%-48.5pp |
| Employer contribution / active EE | $581 | $1,774-67.3% | $4,178-86.1% | $2,507-76.8% |
| Participant deferral / active EE | $1,290 | $3,151-59.1% | $4,071-68.3% | $4,310-70.1% |
| Admin fee / account holder | $200 | $132+52.1% | $5,646-96.4% | $188+6.7% |