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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE TRUST COMPANY, FSB Service code 55 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other Commissions | $13,502 |
NATIONWIDE1 year Service code 27 | Advisory (Plan) | $5,220 |
PENSERV PLAN SERVICES, INC.2+ years Filed as: PENSERVCO, INC. Service code 15 600 BYPASS DRIVE · CLEARWATER, FL 33764 | Recordkeeping | $2,739 |
IRON-CO-FID-COMPREHENSIVE2+ years Filed as: IRON-CO-FID-INDEX-COMPREHENSIVE Service code 51 630 DUNDEE ROAD · NORTHBROOK, IL 60062 | Investment Mgmt Fees | $808 |
NATIONWIDE2+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 27 10 WEST NATIONWIDE BOULEVARD · COLUMBUS, OH 43215 | Advisory (Plan) | $202 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,913 | $85,766-73.3% | $136,298-83.2% | $70,126-67.3% |
| Participation rate | 63.3% | 74.2%-10.9pp | 81.9%-18.7pp | 69.5%-6.3pp |
| Annual return | 16.07% | 31.46%-15.4pp | 5156.27%-5140.2pp | 73.15%-57.1pp |
| Employer contribution / active EE | $156 | $2,966-94.8% | $4,696-96.7% | $2,343-93.4% |
| Participant deferral / active EE | $4,633 | $5,051-8.3% | $6,247-25.8% | $3,332+39.1% |
| Admin fee / account holder | $0 | $5,421-100.0% | $9,244-100.0% | $4,645-100.0% |