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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,061 |
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 | $96,411 | $69,774+38.2% | $67,561+42.7% | $74,429+29.5% |
| Participation rate | 52.4% | 71.4%-19.0pp | 72.9%-20.6pp | 67.2%-14.9pp |
| Annual return | 12.58% | -40.53%+53.1pp | 3525.44%-3512.9pp | 1368.38%-1355.8pp |
| Employer contribution / active EE | $2,773 | $2,710+2.3% | $2,735+1.4% | $2,625+5.7% |
| Participant deferral / active EE | $4,017 | $3,636+10.5% | $4,003+0.4% | $4,348-7.6% |
| Admin fee / account holder | $8 | $890-99.0% | $4,006-99.8% | $1,944-99.6% |