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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing | $11,157 |
HUNNEX AND SHOEMAKER, INC.1+ years Service code 12 · EIN 91-1072394 701 FIFTH AVENUE SUITE 7310 · SEATTLE, WA 98104 | Claims processing | $2,607 |
INTERWEST INSURANCE SERVICES LLC1+ years Filed as: INTERWEST INSURANCE SERVICES INC Service code 12 · EIN 68-0266090 | Claims processing | $2,504 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $28,164 | $27,330+3.1% | $67,704-58.4% | $55,191-49.0% |
| Participation rate | 9.4% | 47.5%-38.1pp | 67.5%-58.1pp | 69.2%-59.7pp |
| Annual return | 3.98% | 8.81%-4.8pp | 25.41%-21.4pp | 10.78%-6.8pp |
| Employer contribution / active EE | $0 | $855-100.0% | $2,559-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $382 | $1,709-77.6% | $3,585-89.3% | $3,046-87.4% |
| Admin fee / account holder | $105 | $109-4.1% | $4,255-97.5% | $91+15.5% |