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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $82,626 |
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 | $31,178 | $62,928-50.5% | $172,753-82.0% | $67,582-53.9% |
| Participation rate | 28.9% | 64.5%-35.6pp | 82.6%-53.8pp | 71.3%-42.4pp |
| Annual return | 16.41% | 30.36%-13.9pp | 803.00%-786.6pp | 378.57%-362.2pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $1,318 | $2,145-38.5% | $5,198-74.6% | $3,539-62.7% |
| Admin fee / account holder | $99 | $167-40.4% | $13,956-99.3% | $142-30.3% |