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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,054 |
PENSION FINANCIAL SERVICES, INC.1+ years Filed as: PENSION FINANCIAL SVCS., INC. Service code 13 SUITE 550 · DULUTH, GA 300967157 | Contract Administrator | $7,392 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,472 | $67,166-66.5% | $57,356-60.8% | $55,191-59.3% |
| Participation rate | 38.6% | 77.7%-39.1pp | 75.1%-36.5pp | 69.2%-30.6pp |
| Annual return | -1.09% | 4.22%-5.3pp | 24.41%-25.5pp | 10.78%-11.9pp |
| Employer contribution / active EE | $864 | $2,812-69.3% | $2,689-67.9% | $1,899-54.5% |
| Participant deferral / active EE | $1,188 | $2,835-58.1% | $3,162-62.4% | $3,046-61.0% |
| Admin fee / account holder | $195 | $44+346.9% | $3,357-94.2% | $91+114.4% |