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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 91-1918299 HOME OFFICE · COLUMBUS, OH 432152220 | Recordkeeping | $20,658 |
PROFESSIONAL BENEFIT SERVICES1+ years Service code 49 · EIN 93-0998477 1193 ROYVONNE SE, SUITE 22 · SALEM, OR 97302 | Other Services | $5,610 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $9,338 | $37,117-74.8% | $147,617-93.7% | $55,191-83.1% |
| Participation rate | 50.1% | 63.6%-13.5pp | 84.6%-34.6pp | 69.2%-19.1pp |
| Annual return | -2.90% | 3.44%-6.3pp | 61.98%-64.9pp | 10.78%-13.7pp |
| Employer contribution / active EE | $509 | $1,620-68.6% | $5,564-90.9% | $1,899-73.2% |
| Participant deferral / active EE | $718 | $1,985-63.9% | $4,895-85.3% | $3,046-76.4% |
| Admin fee / account holder | $41 | $86-51.8% | $11,612-99.6% | $91-54.6% |