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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,908 |
NEWPORT GROUP, INC.3 years Service code 13 · EIN 27-2037969 | Contract Administrator | $9,206 |
Filed as: CARR, RIGGS AND INGRAM LLC Service code 10 · EIN 72-1396621 | Accounting | $3,000 |
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).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,750 | $46,292-63.8% | $143,757-88.3% | $64,808-74.2% |
| Participation rate | 53.8% | 64.2%-10.5pp | 80.3%-26.6pp | 71.5%-17.7pp |
| Annual return | -17.27% | -10.05%-7.2pp | -0.04%-17.2pp | 32.82%-50.1pp |
| Employer contribution / active EE | $1,085 | $1,910-43.2% | $4,951-78.1% | $2,506-56.7% |
| Participant deferral / active EE | $1,682 | $2,646-36.4% | $5,637-70.2% | $4,310-61.0% |
| Admin fee / account holder | $136 | $154-11.7% | $14,673-99.1% | $188-27.7% |