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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 | Recordkeeping | $46,688 |
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.
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 | $28,213 | $57,312-50.8% | $86,617-67.4% | $75,181-62.5% |
| Participation rate | 61.9% | 63.2%-1.3pp | 71.7%-9.8pp | 67.2%-5.3pp |
| Annual return | 12.01% | 2672.78%-2660.8pp | 591.91%-579.9pp | 160.69%-148.7pp |
| Employer contribution / active EE | $2,508 | $2,315+8.3% | $3,023-17.1% | $2,671-6.1% |
| Participant deferral / active EE | $3,501 | $3,319+5.5% | $4,437-21.1% | $4,126-15.1% |
| Admin fee / account holder | $15 | $4,114-99.6% | $5,613-99.7% | $5,650-99.7% |