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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 91-1918299 ONE NATIONWIDE PLAZA · COLUMBUS, OH 432152220 | Recordkeeping | $156,878 |
Service code 26 · EIN 47-1495882 1305 FOWLER ST · RICHLAND, WA 99352 | Advisory (Participants) | $42,167 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $21,153 |
PROFESSIONAL BENEFIT SERVICES10+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $18,028 |
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 | $19,602 | $53,204-63.2% | $155,556-87.4% | $200,096-90.2% |
| Participation rate | 63.7% | 64.1%-0.4pp | 78.2%-14.5pp | 72.0%-8.3pp |
| Annual return | 11.78% | 41.02%-29.2pp | 64.84%-53.1pp | 34.26%-22.5pp |
| Employer contribution / active EE | $1,249 | $1,850-32.5% | $4,675-73.3% | $3,038-58.9% |
| Participant deferral / active EE | $1,836 | $3,163-42.0% | $5,631-67.4% | $5,090-63.9% |
| Admin fee / account holder | $64 | $186-65.4% | $15,885-99.6% | $269-76.1% |