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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 38 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Participant Communication | $16,698 |
PENSION ASSURANCE LLP8+ years Filed as: PENSION SOLUTIONS, INC. Service code 13 · EIN 73-1521434 9116 N. KELLEY AVE. · OKLAHOMA CITY, OK 73131 | Contract Administrator | $3,304 |
Filed as: MEEDER ADVISORY SERVICES Service code 26 · EIN 31-1332744 6125 MEMORIAL DRIVE · DUBLIN, OH 43017 | Advisory (Participants) | $1,778 |
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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,522 | $101,672-65.1% | $147,117-75.9% | $74,478-52.3% |
| Participation rate | 24.5% | 75.5%-51.1pp | 82.2%-57.7pp | 67.2%-42.7pp |
| Annual return | 15.45% | 8757.83%-8742.4pp | 420.54%-405.1pp | 1370.56%-1355.1pp |
| Employer contribution / active EE | $532 | $3,813-86.0% | $4,932-89.2% | $2,626-79.7% |
| Participant deferral / active EE | $907 | $7,305-87.6% | $8,065-88.7% | $4,350-79.1% |
| Admin fee / account holder | $80 | $1,753-95.4% | $12,993-99.4% | $1,946-95.9% |