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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $36,907 |
Filed as: MERIDIAN WEALTH MANAGEMENT, LLC Service code 28 · EIN 27-0846572 | Investment Management | $17,531 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,653 | $49,796-66.6% | $136,867-87.8% | $69,255-76.0% |
| Participation rate | 26.5% | 62.1%-35.6pp | 74.5%-48.1pp | 69.0%-42.6pp |
| Annual return | 12.69% | 12.45%+0.2pp | 42.97%-30.3pp | 26.73%-14.0pp |
| Employer contribution / active EE | $470 | $2,044-77.0% | $3,547-86.8% | $2,645-82.2% |
| Participant deferral / active EE | $754 | $2,062-63.4% | $4,924-84.7% | $2,890-73.9% |
| Admin fee / account holder | $57 | $484-88.3% | $10,340-99.5% | $733-92.3% |