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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,503 |
Service code 49 · EIN 23-2439467 26-28 W. KING ST. · LANCASTER, PA 17603 | Other Services | $200 |
BB&T INVESTMENT SERVICES INC2 years Service code 27 200 SOUTH COLLEGE STREET · CHARLOTTE, NC 28202 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $18,492 | $59,535-68.9% | $90,162-79.5% | $62,293-70.3% |
| Participation rate | 33.8% | 73.0%-39.3pp | 76.9%-43.1pp | 69.5%-35.7pp |
| Annual return | 18.44% | 23.53%-5.1pp | 34.88%-16.4pp | 28.90%-10.5pp |
| Employer contribution / active EE | $0 | $1,826-100.0% | $3,318-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $938 | $4,639-79.8% | $5,287-82.3% | $3,169-70.4% |
| Admin fee / account holder | $68 | $337-79.8% | $5,943-98.9% | $479-85.8% |