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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $2,850 |
Service code 99 3700 CRESTWOOD PARKWAY, STE. 550 · DULUTH, GA 300967157 | Other Fees | $507 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,626 | $26,549-75.0% | $61,452-89.2% | $66,938-90.1% |
| Participation rate | 10.4% | 38.1%-27.7pp | 52.6%-42.1pp | 69.8%-59.4pp |
| Annual return | -17.86% | -16.21%-1.7pp | 338.96%-356.8pp | 1.58%-19.4pp |
| Employer contribution / active EE | $0 | $651-100.0% | $1,160-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $293 | $1,338-78.1% | $2,125-86.2% | $4,238-93.1% |
| Admin fee / account holder | $19 | $409-95.3% | $2,131-99.1% | $594-96.8% |