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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $11,004 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $65,291 | $42,396+54.0% | $67,313-3.0% | $56,289+16.0% |
| Participation rate | 26.0% | 61.0%-35.0pp | 69.1%-43.1pp | 69.9%-43.9pp |
| Annual return | -5.79% | -36.63%+30.8pp | -4.08%-1.7pp | -9.96%+4.2pp |
| Employer contribution / active EE | $108 | $1,414-92.4% | $2,566-95.8% | $2,111-94.9% |
| Participant deferral / active EE | $1,007 | $2,360-57.3% | $3,568-71.8% | $3,350-69.9% |
| Admin fee / account holder | $377 | $510-26.1% | $4,507-91.6% | $521-27.7% |