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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,484 |
SECURITIES AMERICA INC3 years Filed as: SECURITIES AMERICA, INC. Service code 26 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Advisory (Participants) | $11,224 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $20,158 | $60,795-66.8% | $69,464-71.0% | $65,185-69.1% |
| Participation rate | 27.8% | 74.9%-47.1pp | 74.6%-46.8pp | 70.2%-42.4pp |
| Annual return | 1.00% | 17.46%-16.5pp | 28.98%-28.0pp | 29.38%-28.4pp |
| Employer contribution / active EE | $742 | $2,452-69.7% | $2,779-73.3% | $2,177-65.9% |
| Participant deferral / active EE | $1,263 | $3,162-60.0% | $3,536-64.3% | $3,514-64.0% |
| Admin fee / account holder | $67 | $314-78.5% | $3,840-98.2% | $847-92.0% |