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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 1 NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,922 |
Filed as: SECURIAN FINANCIAL SERVICES Service code 99 400 ROBERT STREET NORTH · ST. PAUL, MN 55101 | Other Fees | $10,051 |
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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $11,026 | $62,132-82.3% | $185,827-94.1% | $73,493-85.0% |
| Participation rate | 94.7% | 67.8%+26.8pp | 78.0%+16.6pp | 70.7%+24.0pp |
| Annual return | 104.73% | 20.44%+84.3pp | 35.96%+68.8pp | 28.51%+76.2pp |
| Employer contribution / active EE | $722 | $1,681-57.0% | $4,087-82.3% | $2,270-68.2% |
| Participant deferral / active EE | $4,167 | $3,711+12.3% | $5,633-26.0% | $3,740+11.4% |
| Admin fee / account holder | $6 | $419-98.5% | $9,502-99.9% | $513-98.8% |