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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $11,265 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,526 | $58,292-63.1% | $86,640-75.2% | $71,511-69.9% |
| Participation rate | 50.7% | 65.0%-14.3pp | 71.7%-21.0pp | 67.9%-17.2pp |
| Annual return | 15.07% | 21.63%-6.6pp | 592.52%-577.5pp | 28.86%-13.8pp |
| Employer contribution / active EE | $604 | $2,574-76.5% | $3,024-80.0% | $2,589-76.7% |
| Participant deferral / active EE | $1,305 | $3,438-62.1% | $4,438-70.6% | $4,291-69.6% |
| Admin fee / account holder | $0 | $1,057-100.0% | $5,616-100.0% | $1,588-100.0% |