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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 23 · EIN 31-4156830 | Insurance services | $6,944 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Assets per participant exceed $250,000 - top-decile high-value plan.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $1,621,525 | $85,766+1790.6% | $136,295+1089.7% | $70,131+2212.1% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 16.11% | 31.45%-15.3pp | 5155.97%-5139.9pp | 73.14%-57.0pp |
| Employer contribution / active EE | $21,684 | $2,966+631.1% | $4,695+361.8% | $2,342+825.7% |
| Participant deferral / active EE | $0 | $5,051-100.0% | $6,247-100.0% | $3,332-100.0% |
| Admin fee / account holder | $31,591 | $5,420+482.8% | $9,243+241.8% | $4,645+580.0% |