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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,207 |
NATIONAL ADMINISTRATION, INC.3+ years Filed as: NATIONAL ADMINISTRATION Service code 13 · EIN 39-1967492 878 W. AIRPORT ROAD · MENASHA, WI 54952 | Contract Administrator | $5,828 |
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 | $5,029 | $70,917-92.9% | $98,920-94.9% | $73,497-93.2% |
| Participation rate | 82.9% | 73.8%+9.1pp | 76.0%+6.9pp | 70.7%+12.2pp |
| Annual return | 16.60% | 34.18%-17.6pp | 196.47%-179.9pp | 28.51%-11.9pp |
| Employer contribution / active EE | $255 | $2,037-87.5% | $2,689-90.5% | $2,270-88.8% |
| Participant deferral / active EE | $1,686 | $3,501-51.8% | $4,245-60.3% | $3,740-54.9% |
| Admin fee / account holder | $23 | $535-95.7% | $6,643-99.7% | $513-95.5% |