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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $30,384 |
Annual investment return 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 | $22,960 | $36,767-37.6% | $81,473-71.8% | $62,293-63.1% |
| Participation rate | 100.0% | 54.4%+45.6pp | 68.0%+32.0pp | 69.5%+30.5pp |
| Annual return | 13.86% | 173.80%-159.9pp | 38.78%-24.9pp | 28.90%-15.0pp |
| Employer contribution / active EE | $2,311 | $1,128+104.8% | $2,568-10.0% | $2,042+13.2% |
| Participant deferral / active EE | $1,467 | $2,111-30.5% | $3,537-58.5% | $3,169-53.7% |
| Admin fee / account holder | $20 | $797-97.5% | $4,561-99.6% | $479-95.8% |