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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,839 |
Service code 15 · EIN 93-1098102 PO BOX 10108 · EUGENE, OR 974402108 | Recordkeeping | $835 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $7,445 | $37,117-79.9% | $147,617-95.0% | $55,191-86.5% |
| Participation rate | 35.8% | 63.6%-27.8pp | 84.6%-48.8pp | 69.2%-33.4pp |
| Annual return | -1.28% | 3.44%-4.7pp | 61.98%-63.3pp | 10.78%-12.1pp |
| Employer contribution / active EE | $352 | $1,620-78.3% | $5,564-93.7% | $1,899-81.5% |
| Participant deferral / active EE | $479 | $1,985-75.9% | $4,895-90.2% | $3,046-84.3% |
| Admin fee / account holder | $15 | $86-81.9% | $11,612-99.9% | $91-83.0% |