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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,206 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $31,800 | $52,467-39.4% | $57,196-44.4% | $55,167-42.4% |
| Participation rate | 39.4% | 75.8%-36.5pp | 75.3%-35.9pp | 69.0%-29.6pp |
| Annual return | 2.86% | 7.72%-4.9pp | 14.59%-11.7pp | 169.23%-166.4pp |
| Employer contribution / active EE | $688 | $2,477-72.2% | $2,683-74.4% | $1,963-65.0% |
| Participant deferral / active EE | $1,214 | $2,830-57.1% | $3,096-60.8% | $3,054-60.2% |
| Admin fee / account holder | $181 | $269-32.8% | $3,141-94.2% | $504-64.1% |