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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 19 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Securities Custodian | $14,056 |
Filed as: NATIONAL BENEFIT SERVICES Service code 15 8523 SOUTH REDWOOD ROAD · WEST JORDAN, UT 84088 | Recordkeeping | $1,448 |
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,133 | $42,548-1.0% | $74,551-43.5% | $56,289-25.1% |
| Participation rate | 28.1% | 60.5%-32.3pp | 69.1%-41.0pp | 69.9%-41.7pp |
| Annual return | -7.72% | 12.40%-20.1pp | 32.53%-40.3pp | -9.96%+2.2pp |
| Employer contribution / active EE | $474 | $855-44.6% | $1,961-75.8% | $2,111-77.5% |
| Participant deferral / active EE | $1,156 | $2,277-49.2% | $3,108-62.8% | $3,350-65.5% |
| Admin fee / account holder | $0 | $467-100.0% | $5,059-100.0% | $521-100.0% |