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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,327 |
Service code 15 50 STEWART AVENUE, SUITE 2 · HUNTINGTON, NY 11743 | Recordkeeping | $8,674 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $19,892 | $65,322-69.5% | $70,494-71.8% | $73,497-72.9% |
| Participation rate | 100.0% | 77.0%+23.0pp | 75.1%+24.9pp | 70.7%+29.3pp |
| Annual return | 31.77% | 15.71%+16.1pp | 109.16%-77.4pp | 28.51%+3.3pp |
| Employer contribution / active EE | $2,358 | $2,460-4.1% | $2,738-13.9% | $2,270+3.9% |
| Participant deferral / active EE | $0 | $3,375-100.0% | $3,711-100.0% | $3,740-100.0% |
| Admin fee / account holder | $171 | $214-20.0% | $3,848-95.5% | $513-66.6% |