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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 64 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $7,461 |
PARKLAND SECURITIES LLC1+ years Filed as: PARKLAND SECURITIES, LLC Service code 22 300 PARKLAND PLACE · ANN ARBOR, MI 48103 | Insurance Broker | $0 |
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 | $27,739 | $46,732-40.6% | $156,551-82.3% | $55,167-49.7% |
| Participation rate | 47.7% | 65.8%-18.1pp | 84.0%-36.3pp | 69.0%-21.3pp |
| Annual return | -3.76% | 17.72%-21.5pp | 32.23%-36.0pp | 169.23%-173.0pp |
| Employer contribution / active EE | $926 | $2,105-56.0% | $5,501-83.2% | $1,963-52.8% |
| Participant deferral / active EE | $2,265 | $2,204+2.8% | $4,871-53.5% | $3,054-25.8% |
| Admin fee / account holder | $43 | $418-89.6% | $13,028-99.7% | $504-91.4% |