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| Provider | Service type | Compensation |
|---|---|---|
Service code 99 · EIN 91-1802259 1125 NW COUCH ST #900 · PORTLAND, OH 97209 | Other Fees | $7,827 |
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,702 |
Filed as: CBIZ BENEFITS & INSURANCE SERVICES Service code 99 · EIN 31-1582098 13680 CLEVELAND AVE · UNIONTOWN, OH 44685 | Other Fees | $1,037 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $56,467 | $74,706-24.4% | $75,714-25.4% | $79,391-28.9% |
| Participation rate | 44.8% | 75.3%-30.5pp | 74.8%-30.0pp | 70.7%-25.9pp |
| Annual return | 15.16% | 18.52%-3.4pp | 104.62%-89.5pp | 116.88%-101.7pp |
| Employer contribution / active EE | $0 | $2,590-100.0% | $2,744-100.0% | $2,428-100.0% |
| Participant deferral / active EE | $2,683 | $3,533-24.1% | $3,820-29.8% | $4,046-33.7% |
| Admin fee / account holder | $106 | $374-71.7% | $3,619-97.1% | $627-83.1% |