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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $34,046 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,562 | $46,325-85.8% | $143,788-95.4% | $64,814-89.9% |
| Participation rate | 39.0% | 64.2%-25.3pp | 80.3%-41.3pp | 71.5%-32.5pp |
| Annual return | -14.72% | -10.05%-4.7pp | -0.03%-14.7pp | 32.84%-47.6pp |
| Employer contribution / active EE | $816 | $1,911-57.3% | $4,952-83.5% | $2,507-67.5% |
| Participant deferral / active EE | $1,702 | $2,647-35.7% | $5,638-69.8% | $4,310-60.5% |
| Admin fee / account holder | $155 | $154+1.1% | $14,675-98.9% | $188-17.2% |