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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 | Recordkeeping | $21,584 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $28,966 | $47,977-39.6% | $154,111-81.2% | $56,287-48.5% |
| Participation rate | 58.3% | 66.2%-7.8pp | 83.0%-24.7pp | 69.9%-11.5pp |
| Annual return | -6.43% | 3.54%-10.0pp | 735.18%-741.6pp | -9.96%+3.5pp |
| Employer contribution / active EE | $1,531 | $2,169-29.4% | $5,298-71.1% | $2,111-27.5% |
| Participant deferral / active EE | $2,786 | $2,392+16.5% | $5,081-45.2% | $3,350-16.8% |
| Admin fee / account holder | $32 | $438-92.7% | $13,411-99.8% | $521-93.9% |