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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,036 |
APRIO BENEFIT ADVISORS LLC5 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $9,348 |
SYNOVUS TRUST COMPANY8+ years Service code 21 1148 BROADWAY 3RD FLOOR · COLUMBUS, GA 31901 | Bank Trustee | $5,427 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $28,418 | $46,332-38.7% | $143,799-80.2% | $64,819-56.2% |
| Participation rate | 31.3% | 64.2%-33.0pp | 80.3%-49.0pp | 71.5%-40.2pp |
| Annual return | -15.21% | -10.05%-5.2pp | -0.04%-15.2pp | 32.84%-48.1pp |
| Employer contribution / active EE | $562 | $1,911-70.6% | $4,952-88.7% | $2,507-77.6% |
| Participant deferral / active EE | $1,628 | $2,647-38.5% | $5,638-71.1% | $4,311-62.2% |
| Admin fee / account holder | $186 | $154+20.7% | $14,677-98.7% | $188-1.1% |