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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $16,104 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $29,338 | $43,423-32.4% | $78,676-62.7% | $55,167-46.8% |
| Participation rate | 40.4% | 68.0%-27.7pp | 73.6%-33.2pp | 69.0%-28.6pp |
| Annual return | 7.75% | 11.53%-3.8pp | 62.19%-54.4pp | 169.23%-161.5pp |
| Employer contribution / active EE | $530 | $1,997-73.4% | $2,850-81.4% | $1,963-73.0% |
| Participant deferral / active EE | $1,487 | $2,509-40.7% | $3,517-57.7% | $3,054-51.3% |
| Admin fee / account holder | $1 | $416-99.7% | $4,510-100.0% | $504-99.8% |