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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,659 |
PARADIGM BENEFITS LLC2+ years Filed as: PARADIGM BENEFITS, LLC Service code 13 300 EAST BREMER AVENUE, SUITE 220 · WAVERLY, IA 50677 | Contract Administrator | $7,212 |
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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,665 | $46,732-85.7% | $156,549-95.7% | $55,167-87.9% |
| Participation rate | 37.8% | 65.8%-28.0pp | 84.0%-46.2pp | 69.0%-31.2pp |
| Annual return | 5.35% | 17.72%-12.4pp | 32.23%-26.9pp | 169.23%-163.9pp |
| Employer contribution / active EE | $68 | $2,105-96.8% | $5,501-98.8% | $1,963-96.5% |
| Participant deferral / active EE | $664 | $2,204-69.9% | $4,871-86.4% | $3,054-78.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,027-100.0% | $504-100.0% |