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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,903 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $36,075 | $57,976-37.8% | $63,018-42.8% | $62,293-42.1% |
| Participation rate | 37.8% | 75.9%-38.1pp | 74.8%-37.0pp | 69.5%-31.7pp |
| Annual return | 17.00% | 17.54%-0.5pp | 87.62%-70.6pp | 28.90%-11.9pp |
| Employer contribution / active EE | $966 | $2,415-60.0% | $2,761-65.0% | $2,042-52.7% |
| Participant deferral / active EE | $2,648 | $2,956-10.4% | $3,330-20.5% | $3,169-16.4% |
| Admin fee / account holder | $3 | $276-99.0% | $3,601-99.9% | $479-99.4% |