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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,073 |
THE VANGUARD GROUP, INC.1 year Service code 15 · EIN 23-1945930 | Recordkeeping | $300 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 17 50082 AMERICPRISE FIANANCIAL CTR · MINNEAPOLIS, MN 554740000 | Pension Consulting | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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).
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 | $53,539 | $52,961+1.1% | $172,752-69.0% | $65,185-17.9% |
| Participation rate | 33.6% | 66.2%-32.6pp | 82.6%-49.1pp | 70.2%-36.6pp |
| Annual return | 3.94% | 30.12%-26.2pp | 802.97%-799.0pp | 29.38%-25.4pp |
| Employer contribution / active EE | $819 | $2,190-62.6% | $5,144-84.1% | $2,177-62.4% |
| Participant deferral / active EE | $1,464 | $2,471-40.7% | $5,198-71.8% | $3,514-58.3% |
| Admin fee / account holder | $590 | $472+24.9% | $13,955-95.8% | $847-30.4% |