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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, IA 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,493 | $76,407-81.0% | $150,298-90.4% | $82,448-82.4% |
| Participation rate | 67.4% | 66.4%+1.0pp | 77.8%-10.3pp | 68.1%-0.6pp |
| Annual return | 7.81% | 39.99%-32.2pp | 62.79%-55.0pp | 41.64%-33.8pp |
| Employer contribution / active EE | $0 | $2,614-100.0% | $4,154-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,367 | $3,214-57.5% | $5,453-74.9% | $4,139-67.0% |
| Admin fee / account holder | $41 | $6,352-99.4% | $14,116-99.7% | $7,234-99.4% |