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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,690 |
RBC WEALTH MANAGEMENT8+ years Filed as: RBC CAPITAL MARKETS LLC Service code 22 60 S SIXTH STREET · MINNEAPOLIS, MN 55402 | Insurance Broker | $11,597 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $26,697 | $46,332-42.4% | $143,799-81.4% | $64,819-58.8% |
| Participation rate | 13.4% | 64.2%-50.9pp | 80.3%-66.9pp | 71.5%-58.1pp |
| Annual return | -15.83% | -10.05%-5.8pp | -0.04%-15.8pp | 32.84%-48.7pp |
| Employer contribution / active EE | $10 | $1,911-99.5% | $4,952-99.8% | $2,507-99.6% |
| Participant deferral / active EE | $980 | $2,647-63.0% | $5,638-82.6% | $4,311-77.3% |
| Admin fee / account holder | $302 | $154+96.2% | $14,677-97.9% | $188+60.7% |