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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,851 |
Filed as: DEMARS PENSION CONSULTING SVCS INC Service code 10 8700 INDIAN CREEK PKWY · OVERLAND PARK, KS 66210 | Accounting | $2,162 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $17,503 | $44,425-60.6% | $67,834-74.2% | $55,167-68.3% |
| Participation rate | 42.9% | 59.7%-16.8pp | 68.8%-25.8pp | 69.0%-26.0pp |
| Annual return | 13.77% | 17.80%-4.0pp | 138.47%-124.7pp | 169.23%-155.5pp |
| Employer contribution / active EE | $707 | $1,351-47.7% | $2,403-70.6% | $1,963-64.0% |
| Participant deferral / active EE | $1,040 | $2,166-52.0% | $3,160-67.1% | $3,054-66.0% |
| Admin fee / account holder | $214 | $530-59.7% | $4,622-95.4% | $504-57.6% |