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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $30,996 |
TRUSTMARK NATIONAL BANK1+ years Service code 15 · EIN 64-0180810 | Recordkeeping | $10,579 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $20,351 | $46,360-56.1% | $147,617-86.2% | $52,331-61.1% |
| Participation rate | 45.2% | 64.9%-19.7pp | 84.6%-39.4pp | 68.1%-22.9pp |
| Annual return | -1.83% | 1.62%-3.5pp | 61.98%-63.8pp | 4.54%-6.4pp |
| Employer contribution / active EE | $365 | $2,126-82.8% | $5,564-93.4% | $1,882-80.6% |
| Participant deferral / active EE | $1,004 | $2,258-55.5% | $4,895-79.5% | $3,022-66.8% |
| Admin fee / account holder | $76 | $766-90.1% | $11,612-99.3% | $592-87.2% |