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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 21 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $6,910 |
Employer contribution per participant 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 | $16,174 | $33,067-51.1% | $76,518-78.9% | $56,289-71.3% |
| Participation rate | 75.2% | 55.4%+19.8pp | 68.0%+7.2pp | 69.9%+5.4pp |
| Annual return | 0.06% | 2.72%-2.7pp | -0.27%+0.3pp | -9.96%+10.0pp |
| Employer contribution / active EE | $153 | $1,200-87.3% | $2,647-94.2% | $2,111-92.8% |
| Participant deferral / active EE | $1,393 | $2,240-37.8% | $3,836-63.7% | $3,350-58.4% |
| Admin fee / account holder | $116 | $537-78.4% | $4,849-97.6% | $521-77.8% |