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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,810 |
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.
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 | $30,342 | $52,467-42.2% | $57,196-47.0% | $55,167-45.0% |
| Participation rate | 35.0% | 75.8%-40.8pp | 75.3%-40.3pp | 69.0%-34.0pp |
| Annual return | 6.80% | 7.72%-0.9pp | 14.59%-7.8pp | 169.23%-162.4pp |
| Employer contribution / active EE | $598 | $2,477-75.9% | $2,683-77.7% | $1,963-69.5% |
| Participant deferral / active EE | $2,446 | $2,830-13.6% | $3,096-21.0% | $3,054-19.9% |
| Admin fee / account holder | $1 | $269-99.8% | $3,141-100.0% | $504-99.9% |