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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $15,966 |
PENTEGRA SERVICES, INC.3+ years Filed as: PENTEGRA Service code 15 · EIN 13-3892096 6830 COMMERCE COURT DRIVE · BLACKLICK, OH 43004 | Recordkeeping | $1,689 |
AMERICAN FUNDS3+ years Filed as: CAPITAL CITY SECURITIES LLC Service code 26 1335 DUBLIN RD · COLUMBUS, OH 43215 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 | $39,133 | $51,466-24.0% | $78,778-50.3% | $62,293-37.2% |
| Participation rate | 64.4% | 59.8%+4.6pp | 69.2%-4.8pp | 69.5%-5.2pp |
| Annual return | 18.59% | 19.96%-1.4pp | 35.62%-17.0pp | 28.90%-10.3pp |
| Employer contribution / active EE | $163 | $827-80.3% | $1,986-91.8% | $2,042-92.0% |
| Participant deferral / active EE | $1,679 | $2,147-21.8% | $2,958-43.3% | $3,169-47.0% |
| Admin fee / account holder | $0 | $489-100.0% | $5,134-100.0% | $479-100.0% |