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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $7,380 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll 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 | $18,143 | $45,087-59.8% | $69,483-73.9% | $72,976-75.1% |
| Participation rate | 45.5% | 68.5%-23.0pp | 74.6%-29.1pp | 69.5%-24.0pp |
| Annual return | 22.46% | 22.67%-0.2pp | 28.99%-6.5pp | 81.02%-58.6pp |
| Employer contribution / active EE | $506 | $2,055-75.4% | $2,780-81.8% | $2,440-79.3% |
| Participant deferral / active EE | $951 | $2,603-63.5% | $3,537-73.1% | $3,608-73.6% |
| Admin fee / account holder | $125 | $3,057-95.9% | $3,841-96.8% | $5,124-97.6% |