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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $4,299 |
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 | $7,933 | $38,969-79.6% | $109,313-92.7% | $55,167-85.6% |
| Participation rate | 11.3% | 58.2%-46.9pp | 71.3%-60.0pp | 69.0%-57.7pp |
| Annual return | 7.44% | 8.26%-0.8pp | 22.07%-14.6pp | 169.23%-161.8pp |
| Employer contribution / active EE | $0 | $1,227-100.0% | $3,892-100.0% | $1,963-100.0% |
| Participant deferral / active EE | $397 | $2,176-81.7% | $3,166-87.5% | $3,054-87.0% |
| Admin fee / account holder | $0 | $501-100.0% | $5,666-100.0% | $504-100.0% |