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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $29,766 |
KATHLEEN RZEPLINSKI3+ years Filed as: KATHLEEN BARRY Service code 22 949 W PENN AVE · ROBESONIA, PA 19551 | Insurance Broker | $0 |
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Employer contribution per participant is in the bottom quintile of the peer cohort.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $0 | $82,816-100.0% | $145,218-100.0% | $105,125-100.0% |
| Participation rate | 0.0% | 12.6%-12.6pp | 20.5%-20.5pp | 14.6%-14.6pp |
| Annual return | 1.05% | -1.32%+2.4pp | -0.67%+1.7pp | 10.56%-9.5pp |
| Employer contribution / active EE | $0 | $18,687-100.0% | $31,731-100.0% | $13,643-100.0% |
| Participant deferral / active EE | $0 | $284-100.0% | $473-100.0% | $62-100.0% |
| Admin fee / account holder | $0 | $2,719-100.0% | $28,383-100.0% | $3,354-100.0% |