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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 28 · EIN 31-4177100 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $5,109 |
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 28 · EIN 31-4156830 10 W NATIONWIDE BLVD 5-05-111V · COLUMBUS, OH 43215 | Investment Management | $1,444 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $315 |
Filed as: TRANSAMERICA FINANCIAL ADVISORS INC Service code 28 · EIN 59-2476008 6400 C ST SW · CEDAR RAPIDS, CA 52499 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,493 | $86,050-83.2% | $189,758-92.4% | $94,015-84.6% |
| Participation rate | 67.4% | 68.9%-1.5pp | 79.8%-12.4pp | 70.8%-3.4pp |
| Annual return | 7.81% | 17.77%-10.0pp | 52.62%-44.8pp | 17.84%-10.0pp |
| Employer contribution / active EE | $0 | $2,819-100.0% | $4,767-100.0% | $2,790-100.0% |
| Participant deferral / active EE | $1,367 | $3,349-59.2% | $5,856-76.7% | $4,249-67.8% |
| Admin fee / account holder | $41 | $6,627-99.4% | $20,388-99.8% | $8,951-99.5% |