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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $42,811 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return 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 | $44,763 | $42,546+5.2% | $71,796-37.7% | $55,167-18.9% |
| Participation rate | 47.4% | 59.1%-11.7pp | 69.1%-21.7pp | 69.0%-21.6pp |
| Annual return | 3.66% | 12.36%-8.7pp | 78.04%-74.4pp | 169.23%-165.6pp |
| Employer contribution / active EE | $99 | $803-87.7% | $1,924-94.9% | $1,963-95.0% |
| Participant deferral / active EE | $2,694 | $2,064+30.5% | $2,794-3.6% | $3,054-11.8% |
| Admin fee / account holder | $360 | $650-44.6% | $4,815-92.5% | $504-28.6% |