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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $29,909 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES INC Service code 71 1250 CAPITAL OF TEXAS HIGHWAY · AUSTIN, TX 78746 | Brokerage Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $44,029 | $48,313-8.9% | $73,307-39.9% | $52,331-15.9% |
| Participation rate | 49.0% | 68.6%-19.5pp | 74.9%-25.9pp | 68.1%-19.1pp |
| Annual return | -1.56% | 3.85%-5.4pp | 5.67%-7.2pp | 4.54%-6.1pp |
| Employer contribution / active EE | $0 | $1,661-100.0% | $3,237-100.0% | $1,882-100.0% |
| Participant deferral / active EE | $1,437 | $4,189-65.7% | $4,991-71.2% | $3,022-52.5% |
| Admin fee / account holder | $81 | $404-79.9% | $5,637-98.6% | $592-86.3% |