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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $13,009 |
Filed as: QUALIFIED PLAN ADMINISTRATORS Service code 15 · EIN 56-1721260 | Recordkeeping | $6,814 |
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.
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 | $16,140 | $71,192-77.3% | $117,854-86.3% | $62,292-74.1% |
| Participation rate | 40.5% | 74.2%-33.7pp | 79.7%-39.1pp | 69.5%-29.0pp |
| Annual return | 20.37% | 18.66%+1.7pp | 335.08%-314.7pp | 28.90%-8.5pp |
| Employer contribution / active EE | $608 | $1,934-68.6% | $3,786-83.9% | $2,042-70.2% |
| Participant deferral / active EE | $996 | $3,189-68.8% | $4,482-77.8% | $3,169-68.6% |
| Admin fee / account holder | $215 | $587-63.3% | $8,020-97.3% | $479-55.0% |