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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,812 |
Service code 13 300 BALLARDVALE STREET · WILMINGTON, MA 01887 | Contract Administrator | $9,585 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $34,417 | $60,139-42.8% | $90,461-62.0% | $79,856-56.9% |
| Participation rate | 61.8% | 65.0%-3.2pp | 72.7%-10.9pp | 69.6%-7.9pp |
| Annual return | 12.60% | 71.96%-59.4pp | 1294.76%-1282.2pp | 31.71%-19.1pp |
| Employer contribution / active EE | $619 | $2,069-70.1% | $3,264-81.0% | $2,471-74.9% |
| Participant deferral / active EE | $2,510 | $2,939-14.6% | $3,964-36.7% | $3,741-32.9% |
| Admin fee / account holder | $0 | $3,978-100.0% | $5,617-100.0% | $5,306-100.0% |