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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 | Recordkeeping | $50,549 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,732 | $66,124-65.6% | $90,404-74.9% | $73,488-69.1% |
| Participation rate | 63.6% | 69.7%-6.1pp | 72.7%-9.1pp | 70.7%-7.1pp |
| Annual return | 6.88% | 17.65%-10.8pp | 1293.02%-1286.1pp | 28.51%-21.6pp |
| Employer contribution / active EE | $919 | $2,346-60.8% | $3,262-71.8% | $2,270-59.5% |
| Participant deferral / active EE | $1,423 | $3,039-53.2% | $3,963-64.1% | $3,740-62.0% |
| Admin fee / account holder | $14 | $396-96.4% | $5,611-99.7% | $513-97.2% |