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| Provider | Service type | Compensation |
|---|---|---|
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE FINANCIAL LIFE INSURANCE Service code 25 · EIN 13-5570651 | Directed Trustee | $393 |
NATIONWIDE2 years Service code 15 | Recordkeeping | $0 |
NATIONWIDE2 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 53215 | Recordkeeping | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $23,052 | $52,293-55.9% | $178,498-87.1% | $73,412-68.6% |
| Participation rate | 33.5% | 65.3%-31.9pp | 81.9%-48.5pp | 72.2%-38.7pp |
| Annual return | 12.01% | 34.75%-22.7pp | 151.09%-139.1pp | 59.30%-47.3pp |
| Employer contribution / active EE | $415 | $1,735-76.1% | $5,011-91.7% | $2,234-81.4% |
| Participant deferral / active EE | $930 | $2,332-60.1% | $5,202-82.1% | $3,806-75.6% |
| Admin fee / account holder | $136 | $127+6.4% | $13,985-99.0% | $158-14.1% |