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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 10 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Accounting | $46,361 |
Service code 10 · EIN 85-0437924 3150 CARLISLE NE, SUITE 211 · ALBUQUERQUE, NM 871101689 | Accounting | $21,942 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $17,401 | $55,191-68.5% | $40,757-57.3% | $55,191-68.5% |
| Participation rate | 40.1% | 69.2%-29.1pp | 79.3%-39.2pp | 69.2%-29.1pp |
| Annual return | -1.36% | 10.78%-12.1pp | -0.50%-0.9pp | 10.78%-12.1pp |
| Employer contribution / active EE | $694 | $1,899-63.4% | $3,004-76.9% | $1,899-63.4% |
| Participant deferral / active EE | $981 | $3,046-67.8% | $3,485-71.8% | $3,046-67.8% |
| Admin fee / account holder | $129 | $91+42.1% | $4,272-97.0% | $91+42.1% |