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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $72,123 |
Filed as: ACCELERATE RETIREMENT Service code 28 120 VANTIS DRIVE, SUITE 330 · ALISO VIEJO, CA 92656 | Investment Management | $52,348 |
Service code 13 · EIN 13-3180178 917 WESTERN AMERICA CIRCLE, #500 · MOBILE, AL 36609 | Contract Administrator | $25,625 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,304 | $53,216-71.2% | $155,534-90.2% | $199,960-92.3% |
| Participation rate | 46.2% | 64.1%-17.9pp | 78.2%-32.0pp | 72.0%-25.8pp |
| Annual return | 16.23% | 41.18%-25.0pp | 64.92%-48.7pp | 34.28%-18.1pp |
| Employer contribution / active EE | $1,618 | $1,848-12.5% | $4,675-65.4% | $3,036-46.7% |
| Participant deferral / active EE | $1,021 | $3,164-67.7% | $5,630-81.9% | $5,087-79.9% |
| Admin fee / account holder | $73 | $186-60.7% | $15,900-99.5% | $269-72.9% |