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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 06-1438704 | Recordkeeping | $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 | $16,675 | $73,981-77.5% | $105,754-84.2% | $62,881-73.5% |
| Participation rate | 31.4% | 71.7%-40.3pp | 78.9%-47.5pp | 69.3%-37.9pp |
| Annual return | 6.47% | 17.60%-11.1pp | 12.25%-5.8pp | 20.14%-13.7pp |
| Employer contribution / active EE | $0 | $2,856-100.0% | $4,079-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,041 | $4,038-74.2% | $5,326-80.5% | $3,203-67.5% |
| Admin fee / account holder | $188 | $5,976-96.9% | $8,309-97.7% | $4,296-95.6% |