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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator; Custodial (ot... | $5,107 |
PENSION ASSURANCE LLP4+ years Filed as: PENSION PLANNING CONSULTANTS,INC. Service code 13 · EIN 85-0402842 6201 UPTOWN BLVD. NE · ALBUQUERQUE, NM 871104150 | Contract Administrator | $4,474 |
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).
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 | $37,049 | $47,977-22.8% | $154,108-76.0% | $56,289-34.2% |
| Participation rate | 40.9% | 66.2%-25.3pp | 83.0%-42.1pp | 69.9%-29.0pp |
| Annual return | -9.29% | 3.54%-12.8pp | 735.21%-744.5pp | -9.96%+0.7pp |
| Employer contribution / active EE | $1,490 | $2,169-31.3% | $5,298-71.9% | $2,111-29.4% |
| Participant deferral / active EE | $2,581 | $2,392+7.9% | $5,081-49.2% | $3,350-23.0% |
| Admin fee / account holder | $73 | $438-83.4% | $13,411-99.5% | $521-86.1% |