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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $23,986 |
THE BENEFIT ADVANTAGE, INC.6+ years Filed as: THE BENEFIT ADVANTAGE Service code 15 · EIN 38-3254950 3497 AUBURN ROAD · AUBURN HILLS, MI 48326 | Recordkeeping | $5,295 |
Filed as: THE O.N. EQUITY SALES CO Service code 33 · EIN 31-0742113 P.O. BOX 371 · CINCINNATI, OH 452010371 | Securities brokerage | $0 |
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 | $10,499 | $52,293-79.9% | $178,503-94.1% | $73,412-85.7% |
| Participation rate | 53.0% | 65.3%-12.4pp | 81.9%-28.9pp | 72.2%-19.2pp |
| Annual return | 11.38% | 34.75%-23.4pp | 151.12%-139.7pp | 59.30%-47.9pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $760 | $2,333-67.4% | $5,202-85.4% | $3,806-80.0% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |