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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,905 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,965 | $39,898-82.5% | $121,196-94.3% | $55,725-87.5% |
| Participation rate | 25.3% | 61.2%-36.0pp | 71.7%-46.5pp | 70.9%-45.6pp |
| Annual return | -6.43% | -0.96%-5.5pp | 16.93%-23.4pp | 244.93%-251.4pp |
| Employer contribution / active EE | $0 | $1,295-100.0% | $4,022-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $351 | $2,439-85.6% | $3,344-89.5% | $3,356-89.5% |
| Admin fee / account holder | $28 | $95-70.4% | $5,019-99.4% | $115-75.5% |