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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,799 |
SECURITIES AMERICA INC1 year Service code 49 12325 PORT GRACE BLVD · LA VISTA, NE 681280001 | Other Services | $0 |
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 | $16,845 | $46,732-64.0% | $156,551-89.2% | $55,167-69.5% |
| Participation rate | 44.4% | 65.8%-21.4pp | 84.0%-39.7pp | 69.0%-24.6pp |
| Annual return | 19.88% | 17.72%+2.2pp | 32.23%-12.3pp | 169.23%-149.3pp |
| Employer contribution / active EE | $532 | $2,105-74.7% | $5,501-90.3% | $1,963-72.9% |
| Participant deferral / active EE | $903 | $2,204-59.0% | $4,871-81.5% | $3,054-70.4% |
| Admin fee / account holder | $33 | $418-92.0% | $13,028-99.7% | $504-93.4% |