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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 12 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Claims processing | $10,292 |
HUNNEX AND SHOEMAKER, INC.2+ years Service code 12 · EIN 91-1072394 701 FIFTH AVENUE SUITE 7310 · SEATTLE, WA 98104 | Claims processing | $4,213 |
INTERWEST INSURANCE SERVICES LLC2+ years Filed as: INTERWEST INSURANCE SERVICES INC Service code 12 · EIN 68-0266090 | Claims processing | $2,352 |
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.
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).
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 | $25,815 | $30,599-15.6% | $74,577-65.4% | $57,658-55.2% |
| Participation rate | 9.3% | 49.1%-39.8pp | 68.1%-58.8pp | 70.2%-60.9pp |
| Annual return | 4.98% | 14.24%-9.3pp | 20.47%-15.5pp | 5.13%-0.2pp |
| Employer contribution / active EE | $0 | $1,000-100.0% | $2,525-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $311 | $1,805-82.8% | $3,458-91.0% | $3,061-89.9% |
| Admin fee / account holder | $125 | $98+27.6% | $4,138-97.0% | $95+32.3% |