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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,828 |
Filed as: SIGNATOR INVESTORS, INC Service code 17 197 CLARENDON ST. · BOSTON, MA 02117 | Pension Consulting | $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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $11,912 | $36,916-67.7% | $156,551-92.4% | $57,658-79.3% |
| Participation rate | 19.3% | 63.4%-44.1pp | 84.0%-64.7pp | 70.2%-50.9pp |
| Annual return | 8.22% | 12.38%-4.2pp | 32.23%-24.0pp | 5.13%+3.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $430 | $1,926-77.7% | $4,871-91.2% | $3,061-85.9% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |