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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,652 |
Service code 27 191 OLD PERRIN RD · SHERMAN, TX 75092 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,713 | $50,199-66.7% | $70,098-76.2% | $66,930-75.0% |
| Participation rate | 46.8% | 66.3%-19.5pp | 70.5%-23.6pp | 69.8%-23.0pp |
| Annual return | -19.21% | -13.85%-5.4pp | 190.76%-210.0pp | 1.57%-20.8pp |
| Employer contribution / active EE | $1,288 | $1,864-30.9% | $2,560-49.7% | $2,545-49.4% |
| Participant deferral / active EE | $2,319 | $3,112-25.5% | $3,849-39.8% | $4,238-45.3% |
| Admin fee / account holder | $28 | $600-95.3% | $6,266-99.5% | $593-95.2% |