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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,911 |
SECURITIES AMERICA INC2 years 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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $16,935 | $55,453-69.5% | $170,435-90.1% | $62,293-72.8% |
| Participation rate | 46.7% | 66.4%-19.7pp | 83.6%-36.9pp | 69.5%-22.8pp |
| Annual return | 13.10% | 21.38%-8.3pp | 205.94%-192.8pp | 28.90%-15.8pp |
| Employer contribution / active EE | $536 | $2,164-75.2% | $5,432-90.1% | $2,042-73.8% |
| Participant deferral / active EE | $976 | $2,303-57.6% | $4,939-80.2% | $3,169-69.2% |
| Admin fee / account holder | $28 | $455-93.9% | $13,881-99.8% | $479-94.2% |