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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $26,292 |
Service code 14 · EIN 90-0451904 6500 SW MACADAM AVENUE, SUITE 100 · PORTLAND, OR 97239 | Plan Administrator | $1,470 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 55 50082 AMERIPRISE FINANCIAL CENTER · MINNEAPOLIS, MN 55474 | Other Commissions | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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.
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 | $30,274 | $59,328-49.0% | $118,914-74.5% | $73,497-58.8% |
| Participation rate | 59.5% | 62.3%-2.8pp | 75.4%-15.9pp | 70.7%-11.2pp |
| Annual return | 9.26% | 19.13%-9.9pp | 35.89%-26.6pp | 28.51%-19.3pp |
| Employer contribution / active EE | $254 | $1,803-85.9% | $3,264-92.2% | $2,270-88.8% |
| Participant deferral / active EE | $1,196 | $2,604-54.1% | $4,266-72.0% | $3,740-68.0% |
| Admin fee / account holder | $319 | $600-46.8% | $6,582-95.2% | $513-37.8% |