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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,098 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $43,957 | $46,173-4.8% | $170,435-74.2% | $69,631-36.9% |
| Participation rate | 23.0% | 63.9%-40.9pp | 83.6%-60.6pp | 70.7%-47.7pp |
| Annual return | 13.97% | 21.62%-7.7pp | 205.94%-192.0pp | 27571.02%-27557.1pp |
| Employer contribution / active EE | $0 | $1,610-100.0% | $5,432-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $1,284 | $2,080-38.3% | $4,939-74.0% | $3,224-60.2% |
| Admin fee / account holder | $42 | $116-63.6% | $13,881-99.7% | $110-61.7% |