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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,128 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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 | $14,759 | $52,293-71.8% | $178,503-91.7% | $73,412-79.9% |
| Participation rate | 4.6% | 65.3%-60.8pp | 81.9%-77.4pp | 72.2%-67.6pp |
| Annual return | 17.12% | 34.75%-17.6pp | 151.12%-134.0pp | 59.30%-42.2pp |
| Employer contribution / active EE | $0 | $1,736-100.0% | $5,011-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $285 | $2,333-87.8% | $5,202-94.5% | $3,806-92.5% |
| Admin fee / account holder | $0 | $127-100.0% | $13,987-100.0% | $158-100.0% |