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| Provider | Service type | Compensation |
|---|---|---|
Service code 28 · EIN 63-0879387 | Investment Management | $28,977 |
NATIONWIDE9 years Service code 14 · EIN 31-4156830 | Plan Administrator | $24,398 |
NATIONWIDE1 year Filed as: NATIONWIDE RETIREMENT PLANS Service code 14 · EIN 31-4156830 | Plan Administrator | $5,970 |
Filed as: CONCOURSE FINANCIAL GROUP SECU Service code 28 · EIN 63-0879387 | Investment Management | $944 |
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.
Employer 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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,521 | $110,258-90.5% | $102,460-89.7% | $200,096-94.7% |
| Participation rate | 40.5% | 86.3%-45.8pp | 76.5%-36.0pp | 72.0%-31.5pp |
| Annual return | 19.19% | 35.78%-16.6pp | 29.47%-10.3pp | 34.26%-15.1pp |
| Employer contribution / active EE | $552 | $3,605-84.7% | $3,025-81.7% | $3,038-81.8% |
| Participant deferral / active EE | $1,241 | $6,377-80.5% | $5,056-75.5% | $5,090-75.6% |
| Admin fee / account holder | $60 | $122-50.7% | $9,460-99.4% | $269-77.6% |