Filed September 24, 2021
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,035 |
Filed as: TADDEI, LUDWIG & ASSOCIATES, INC Service code 17 · EIN 20-8060365 999 FIFTH AVE STE 300 · SAN RAFAEL, CA 94901 | Pension Consulting | $5,034 |
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).
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 | $18,363 | $58,895-68.8% | $178,503-89.7% | $73,497-75.0% |
| Participation rate | 44.4% | 66.2%-21.8pp | 81.9%-37.5pp | 70.7%-26.2pp |
| Annual return | 1.68% | 24.86%-23.2pp | 151.12%-149.4pp | 28.51%-26.8pp |
| Employer contribution / active EE | $451 | $2,236-79.8% | $5,011-91.0% | $2,270-80.1% |
| Participant deferral / active EE | $1,413 | $2,567-45.0% | $5,202-72.8% | $3,740-62.2% |
| Admin fee / account holder | $9 | $400-97.8% | $13,987-99.9% | $513-98.3% |