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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,975 |
PARADIGM BENEFITS LLC4+ years Filed as: PARADIGM BENEFITS, LLC Service code 13 300 EAST BREMER AVENUE, SUITE 220 · WAVERLY, IA 50677 | Contract Administrator | $6,396 |
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 | $6,270 | $47,977-86.9% | $154,111-95.9% | $56,287-88.9% |
| Participation rate | 43.4% | 66.2%-22.8pp | 83.0%-39.6pp | 69.9%-26.4pp |
| Annual return | -6.51% | 3.54%-10.1pp | 735.18%-741.7pp | -9.96%+3.4pp |
| Employer contribution / active EE | $81 | $2,169-96.3% | $5,298-98.5% | $2,111-96.2% |
| Participant deferral / active EE | $805 | $2,392-66.4% | $5,081-84.2% | $3,350-76.0% |
| Admin fee / account holder | $30 | $438-93.2% | $13,411-99.8% | $521-94.3% |