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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,529 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,528 | $46,325-62.2% | $143,788-87.8% | $64,814-73.0% |
| Participation rate | 18.5% | 64.2%-45.7pp | 80.3%-61.8pp | 71.5%-52.9pp |
| Annual return | -18.18% | -10.05%-8.1pp | -0.03%-18.2pp | 32.84%-51.0pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $1,327 | $2,647-49.8% | $5,638-76.5% | $4,310-69.2% |
| Admin fee / account holder | $159 | $154+3.6% | $14,675-98.9% | $188-15.2% |