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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $5,527 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,986 | $73,863-85.1% | $143,797-92.4% | $68,490-84.0% |
| Participation rate | 25.5% | 66.7%-41.1pp | 80.3%-54.8pp | 67.9%-42.4pp |
| Annual return | -19.31% | 0.91%-20.2pp | -0.04%-19.3pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $3,185-100.0% | $4,952-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $1,104 | $3,385-67.4% | $5,638-80.4% | $4,028-72.6% |
| Admin fee / account holder | $213 | $5,756-96.3% | $14,679-98.5% | $5,403-96.1% |