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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,161 |
Annual investment return is in the bottom quintile of the peer cohort.
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 | $27,160 | $66,124-58.9% | $90,440-70.0% | $73,493-63.0% |
| Participation rate | 70.6% | 69.7%+1.0pp | 72.7%-2.0pp | 70.7%0pp |
| Annual return | 3.63% | 17.65%-14.0pp | 1294.38%-1290.8pp | 28.51%-24.9pp |
| Employer contribution / active EE | $790 | $2,346-66.3% | $3,263-75.8% | $2,270-65.2% |
| Participant deferral / active EE | $2,287 | $3,039-24.7% | $3,964-42.3% | $3,740-38.8% |
| Admin fee / account holder | $0 | $396-100.0% | $5,615-100.0% | $513-100.0% |