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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 | Recordkeeping | $47,580 |
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 | $26,310 | $54,355-51.6% | $82,744-68.2% | $68,486-61.6% |
| Participation rate | 51.6% | 63.9%-12.4pp | 72.6%-21.0pp | 67.9%-16.3pp |
| Annual return | -15.39% | -13.67%-1.7pp | 702.22%-717.6pp | -7.85%-7.5pp |
| Employer contribution / active EE | $2,120 | $2,219-4.5% | $3,008-29.5% | $2,597-18.4% |
| Participant deferral / active EE | $2,995 | $3,246-7.8% | $4,395-31.9% | $4,028-25.6% |
| Admin fee / account holder | $16 | $4,397-99.6% | $5,325-99.7% | $5,404-99.7% |