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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $18,517 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
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 | $16,560 | $60,488-72.6% | $109,907-84.9% | $79,391-79.1% |
| Participation rate | 40.6% | 67.0%-26.4pp | 74.2%-33.6pp | 70.7%-30.1pp |
| Annual return | 12.77% | 189.57%-176.8pp | 29.46%-16.7pp | 116.88%-104.1pp |
| Employer contribution / active EE | $826 | $1,649-49.9% | $2,844-70.9% | $2,428-66.0% |
| Participant deferral / active EE | $1,222 | $3,220-62.1% | $4,047-69.8% | $4,046-69.8% |
| Admin fee / account holder | $199 | $605-67.1% | $6,069-96.7% | $627-68.2% |