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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,056 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $9,770 | $65,322-85.0% | $70,476-86.1% | $73,493-86.7% |
| Participation rate | 45.1% | 77.0%-31.8pp | 75.1%-29.9pp | 70.7%-25.5pp |
| Annual return | 19.99% | 15.71%+4.3pp | 109.12%-89.1pp | 28.51%-8.5pp |
| Employer contribution / active EE | $0 | $2,460-100.0% | $2,738-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,535 | $3,375-54.5% | $3,710-58.6% | $3,740-58.9% |
| Admin fee / account holder | $2 | $214-99.0% | $3,847-99.9% | $513-99.6% |