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| Provider | Service type | Compensation |
|---|---|---|
NBS1+ years Filed as: NBS, LLC Service code 15 · EIN 20-3886993 | Recordkeeping | $81,207 |
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $38,691 |
Filed as: MEEDER ADVISORY SERVICES, INC. Service code 28 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Investment Management | $38,586 |
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.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
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 | $26,151 | $37,039-29.4% | $147,617-82.3% | $59,188-55.8% |
| Participation rate | 41.2% | 63.8%-22.6pp | 84.6%-43.4pp | 69.4%-28.2pp |
| Annual return | -2.29% | 7.19%-9.5pp | 61.98%-64.3pp | 5.51%-7.8pp |
| Employer contribution / active EE | $125 | $1,353-90.7% | $5,564-97.8% | $2,098-94.0% |
| Participant deferral / active EE | $1,281 | $2,094-38.8% | $4,895-73.8% | $3,265-60.8% |
| Admin fee / account holder | $16 | $60-73.8% | $11,612-99.9% | $92-82.9% |