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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 | $53,199-71.2% | $155,567-90.2% | $199,768-92.3% |
| Participation rate | 46.2% | 64.1%-18.0pp | 78.2%-32.0pp | 72.0%-25.8pp |
| Annual return | 16.23% | 41.17%-24.9pp | 64.74%-48.5pp | 34.26%-18.0pp |
| Employer contribution / active EE | $1,618 | $1,852-12.6% | $4,674-65.4% | $3,037-46.7% |
| Participant deferral / active EE | $1,021 | $3,163-67.7% | $5,628-81.9% | $5,090-79.9% |
| Admin fee / account holder | $73 | $186-60.6% | $15,916-99.5% | $269-72.8% |