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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $85,273 |
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 | $27,113 | $37,196-27.1% | $154,108-82.4% | $55,725-51.3% |
| Participation rate | 27.2% | 64.1%-36.9pp | 83.0%-55.9pp | 70.9%-43.7pp |
| Annual return | -4.31% | 1319.68%-1324.0pp | 735.21%-739.5pp | 244.93%-249.2pp |
| Employer contribution / active EE | $0 | $1,614-100.0% | $5,298-100.0% | $2,078-100.0% |
| Participant deferral / active EE | $1,252 | $2,068-39.5% | $5,081-75.4% | $3,356-62.7% |
| Admin fee / account holder | $68 | $102-33.5% | $13,411-99.5% | $115-41.4% |