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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,764 |
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.
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 | $16,224 | $46,173-64.9% | $170,435-90.5% | $69,631-76.7% |
| Participation rate | 15.9% | 63.9%-48.0pp | 83.6%-67.7pp | 70.7%-54.8pp |
| Annual return | 20.57% | 21.62%-1.0pp | 205.94%-185.4pp | 27571.02%-27550.5pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $336 | $2,080-83.8% | $4,939-93.2% | $3,224-89.6% |
| Admin fee / account holder | $0 | $116-100.0% | $13,881-100.0% | $110-100.0% |