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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 51 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Mgmt Fees | $28,890 |
Filed as: KESTRA INVESTMENT SERVICES Service code 26 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 78735 | Advisory (Participants) | $14,783 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $69,666 | $51,466+35.4% | $78,778-11.6% | $62,293+11.8% |
| Participation rate | 51.3% | 59.8%-8.5pp | 69.2%-17.9pp | 69.5%-18.2pp |
| Annual return | 12.38% | 19.96%-7.6pp | 35.62%-23.2pp | 28.90%-16.5pp |
| Employer contribution / active EE | $0 | $827-100.0% | $1,986-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $1,593 | $2,147-25.8% | $2,958-46.2% | $3,169-49.7% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |