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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,638 |
THE BENEFIT ADVANTAGE, INC.2+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $5,526 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $6,901 | $36,916-81.3% | $156,551-95.6% | $57,658-88.0% |
| Participation rate | 42.2% | 63.4%-21.2pp | 84.0%-41.8pp | 70.2%-28.0pp |
| Annual return | 6.22% | 12.38%-6.2pp | 32.23%-26.0pp | 5.13%+1.1pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $671 | $1,926-65.2% | $4,871-86.2% | $3,061-78.1% |
| Admin fee / account holder | $0 | $82-100.0% | $13,028-100.0% | $95-100.0% |