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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $22,314 |
NATIONWIDE10+ years Filed as: NATIONWIDE LIFE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $21,951 |
CREATIVE PLANNING LLC1 year Service code 27 · EIN 84-4519624 | Advisory (Plan) | $14,439 |
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).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,676 | $92,186-51.5% | $105,624-57.7% | $77,762-42.5% |
| Participation rate | 35.9% | 81.0%-45.2pp | 75.3%-39.4pp | 70.6%-34.7pp |
| Annual return | 15.67% | 17.83%-2.2pp | 116.20%-100.5pp | 31.27%-15.6pp |
| Employer contribution / active EE | $1,180 | $3,376-65.0% | $3,168-62.7% | $2,728-56.7% |
| Participant deferral / active EE | $2,218 | $5,395-58.9% | $5,013-55.7% | $4,651-52.3% |
| Admin fee / account holder | $178 | $219-18.5% | $10,961-98.4% | $433-58.8% |