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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $417 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,796 | $55,472-53.5% | $155,567-83.4% | $74,546-65.4% |
| Participation rate | 67.1% | 61.9%+5.2pp | 78.2%-11.1pp | 67.2%-0.1pp |
| Annual return | 15.77% | 268.72%-252.9pp | 64.74%-49.0pp | 1366.03%-1350.3pp |
| Employer contribution / active EE | $1,131 | $2,269-50.2% | $4,674-75.8% | $2,624-56.9% |
| Participant deferral / active EE | $1,203 | $2,838-57.6% | $5,628-78.6% | $4,347-72.3% |
| Admin fee / account holder | $19 | $1,743-98.9% | $15,916-99.9% | $1,944-99.0% |