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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 | $55,470-53.5% | $155,556-83.4% | $74,478-65.4% |
| Participation rate | 67.1% | 61.9%+5.2pp | 78.2%-11.1pp | 67.2%-0.1pp |
| Annual return | 15.77% | 269.80%-254.0pp | 64.84%-49.1pp | 1370.56%-1354.8pp |
| Employer contribution / active EE | $1,131 | $2,267-50.1% | $4,675-75.8% | $2,626-57.0% |
| Participant deferral / active EE | $1,203 | $2,838-57.6% | $5,631-78.6% | $4,350-72.4% |
| Admin fee / account holder | $19 | $1,744-98.9% | $15,885-99.9% | $1,946-99.0% |