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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $192 |
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 | $102,571 | $55,002+86.5% | $59,899+71.2% | $56,289+82.2% |
| Participation rate | 21.0% | 75.9%-54.9pp | 74.7%-53.7pp | 69.9%-48.8pp |
| Annual return | -3.56% | 1.13%-4.7pp | 3.46%-7.0pp | -9.96%+6.4pp |
| Employer contribution / active EE | $1,392 | $2,448-43.1% | $2,723-48.9% | $2,111-34.0% |
| Participant deferral / active EE | $2,467 | $3,121-21.0% | $3,402-27.5% | $3,350-26.4% |
| Admin fee / account holder | $11 | $236-95.3% | $3,592-99.7% | $521-97.9% |