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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $56,686 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $122,527 | $130,294-6.0% | $170,057-27.9% | $71,529+71.3% |
| Participation rate | 66.9% | 86.2%-19.2pp | 87.0%-20.1pp | 67.9%-1.0pp |
| Annual return | 16.02% | 20.36%-4.3pp | 53.42%-37.4pp | 28.97%-13.0pp |
| Employer contribution / active EE | $2,188 | $4,385-50.1% | $6,790-67.8% | $2,590-15.5% |
| Participant deferral / active EE | $3,299 | $6,928-52.4% | $10,411-68.3% | $4,291-23.1% |
| Admin fee / account holder | $603 | $966-37.6% | $12,826-95.3% | $1,588-62.0% |