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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,701 |
IVY WEALTH MANAGEMENT, INC.1+ years Service code 33 · EIN 27-0310800 931 JEFFERSON BLVD STE 1000 · WARWICK, RI 02886 | Securities brokerage commissions and ... | $14,724 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $22,975 | $70,917-67.6% | $98,920-76.8% | $73,493-68.7% |
| Participation rate | 68.1% | 73.8%-5.7pp | 76.0%-7.9pp | 70.7%-2.6pp |
| Annual return | 15.93% | 34.18%-18.2pp | 196.47%-180.5pp | 28.51%-12.6pp |
| Employer contribution / active EE | $233 | $2,037-88.5% | $2,689-91.3% | $2,270-89.7% |
| Participant deferral / active EE | $2,164 | $3,501-38.2% | $4,245-49.0% | $3,740-42.1% |
| Admin fee / account holder | $80 | $535-85.0% | $6,643-98.8% | $513-84.4% |