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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,115 |
NATIONAL ADMINISTRATION, INC.1+ years Filed as: NATIONAL ADMINISTRATION Service code 13 · EIN 39-1967492 878 W. AIRPORT ROAD · MENASHA, WI 54952 | Contract Administrator | $366 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $1,882 | $58,093-96.8% | $80,022-97.6% | $56,289-96.7% |
| Participation rate | 87.1% | 73.6%+13.4pp | 75.8%+11.2pp | 69.9%+17.2pp |
| Annual return | 0.00% | 34.63%-34.6pp | 11.22%-11.2pp | -9.96%+10.0pp |
| Employer contribution / active EE | $245 | $1,933-87.3% | $2,468-90.1% | $2,111-88.4% |
| Participant deferral / active EE | $1,314 | $3,136-58.1% | $3,686-64.3% | $3,350-60.8% |
| Admin fee / account holder | $1 | $623-99.8% | $6,521-100.0% | $521-99.8% |