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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,074 |
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 | $26,772 | $58,888-54.5% | $178,499-85.0% | $73,493-63.6% |
| Participation rate | 69.7% | 66.2%+3.4pp | 81.9%-12.3pp | 70.7%-1.0pp |
| Annual return | 4.19% | 24.86%-20.7pp | 151.10%-146.9pp | 28.51%-24.3pp |
| Employer contribution / active EE | $739 | $2,236-67.0% | $5,011-85.3% | $2,270-67.5% |
| Participant deferral / active EE | $2,075 | $2,568-19.2% | $5,202-60.1% | $3,740-44.5% |
| Admin fee / account holder | $220 | $400-45.1% | $13,986-98.4% | $513-57.2% |