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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,956 |
APRIO BENEFIT ADVISORS LLC6 years Service code 13 · EIN 58-2526504 5 CONCOURSE PARKWAY STE 1000 · ATLANTA, GA 30328 | Contract Administrator | $12,112 |
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 | $31,968 | $47,135-32.2% | $149,717-78.6% | $74,440-57.1% |
| Participation rate | 32.9% | 63.4%-30.5pp | 78.8%-45.9pp | 70.7%-37.8pp |
| Annual return | 19.30% | 22.75%-3.4pp | 134.41%-115.1pp | 34.37%-15.1pp |
| Employer contribution / active EE | $653 | $1,906-65.8% | $4,820-86.5% | $2,638-75.3% |
| Participant deferral / active EE | $1,750 | $2,728-35.9% | $5,682-69.2% | $4,529-61.4% |
| Admin fee / account holder | $167 | $343-51.3% | $13,213-98.7% | $348-52.0% |