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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.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $14,493 | $80,717-82.0% | $154,803-90.6% | $84,808-82.9% |
| Participation rate | 67.4% | 66.8%+0.6pp | 78.1%-10.6pp | 68.3%-0.9pp |
| Annual return | 7.81% | 37.96%-30.2pp | 58.88%-51.1pp | 40.90%-33.1pp |
| Employer contribution / active EE | $0 | $2,761-100.0% | $4,305-100.0% | $2,631-100.0% |
| Participant deferral / active EE | $1,367 | $3,303-58.6% | $5,540-75.3% | $4,212-67.6% |
| Admin fee / account holder | $41 | $6,746-99.4% | $14,329-99.7% | $7,344-99.4% |