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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 18 · EIN 31-4156830 | Other fees; Participant loan processi... | $25,339 |
IRON-CO-FID-COMPREHENSIVE6+ years Service code 49 630 DUNDEE RD STE 200 · NORTHBROOK, IL 60062 | Other Services | $2,033 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant 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 | $10,163 | $56,540-82.0% | $185,849-94.5% | $86,821-88.3% |
| Participation rate | 49.5% | 65.5%-16.0pp | 81.7%-32.2pp | 72.3%-22.8pp |
| Annual return | 17.28% | 118.20%-100.9pp | 122.10%-104.8pp | 97.94%-80.7pp |
| Employer contribution / active EE | $0 | $1,844-100.0% | $5,169-100.0% | $2,406-100.0% |
| Participant deferral / active EE | $671 | $2,555-73.8% | $5,569-88.0% | $4,132-83.8% |
| Admin fee / account holder | $106 | $150-29.4% | $16,244-99.3% | $170-37.7% |