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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 · EIN 31-4156830 | Recordkeeping | $12,944 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $15,275 | $93,617-83.7% | $135,982-88.8% | $75,177-79.7% |
| Participation rate | 24.0% | 75.2%-51.2pp | 81.9%-57.9pp | 67.2%-43.2pp |
| Annual return | 8.47% | 30.89%-22.4pp | 68.32%-59.9pp | 160.75%-152.3pp |
| Employer contribution / active EE | $735 | $3,538-79.2% | $4,859-84.9% | $2,671-72.5% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $479 | $6,980-93.1% | $10,767-95.5% | $5,651-91.5% |