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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 | $92,090-51.5% | $106,201-57.9% | $77,671-42.5% |
| Participation rate | 35.9% | 81.0%-45.2pp | 75.3%-39.4pp | 70.6%-34.7pp |
| Annual return | 15.67% | 17.89%-2.2pp | 116.26%-100.6pp | 31.21%-15.5pp |
| Employer contribution / active EE | $1,180 | $3,368-65.0% | $3,170-62.8% | $2,726-56.7% |
| Participant deferral / active EE | $2,218 | $5,386-58.8% | $5,012-55.7% | $4,648-52.3% |
| Admin fee / account holder | $178 | $219-18.5% | $11,039-98.4% | $430-58.5% |