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| Provider | Service type | Compensation |
|---|---|---|
Service code 22 · EIN 47-1411118 | Insurance Broker | $16,917 |
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,746 |
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 | $62,110 | $58,888+5.5% | $178,499-65.2% | $73,493-15.5% |
| Participation rate | 47.3% | 66.2%-18.9pp | 81.9%-34.6pp | 70.7%-23.4pp |
| Annual return | 15.48% | 24.86%-9.4pp | 151.10%-135.6pp | 28.51%-13.0pp |
| Employer contribution / active EE | $1,989 | $2,236-11.1% | $5,011-60.3% | $2,270-12.4% |
| Participant deferral / active EE | $2,557 | $2,568-0.4% | $5,202-50.8% | $3,740-31.6% |
| Admin fee / account holder | $0 | $400-100.0% | $13,986-100.0% | $513-100.0% |