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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,333 |
Filed as: TRANAMERICA FINANCIAL ADVISOR Service code 27 6400 C ST · CEDAR RAPIDS, IA 52499 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $23,878 | $58,888-59.5% | $178,499-86.6% | $73,493-67.5% |
| Participation rate | 39.4% | 66.2%-26.8pp | 81.9%-42.5pp | 70.7%-31.3pp |
| Annual return | 8.41% | 24.86%-16.4pp | 151.10%-142.7pp | 28.51%-20.1pp |
| Employer contribution / active EE | $284 | $2,236-87.3% | $5,011-94.3% | $2,270-87.5% |
| Participant deferral / active EE | $1,135 | $2,568-55.8% | $5,202-78.2% | $3,740-69.6% |
| Admin fee / account holder | $63 | $400-84.3% | $13,986-99.6% | $513-87.8% |