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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,237 |
SECURITIES AMERICA INC3 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.
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 | $15,251 | $47,977-68.2% | $154,111-90.1% | $56,287-72.9% |
| Participation rate | 55.0% | 66.2%-11.2pp | 83.0%-28.1pp | 69.9%-14.9pp |
| Annual return | -2.24% | 3.54%-5.8pp | 735.18%-737.4pp | -9.96%+7.7pp |
| Employer contribution / active EE | $549 | $2,169-74.7% | $5,298-89.6% | $2,111-74.0% |
| Participant deferral / active EE | $1,493 | $2,392-37.6% | $5,081-70.6% | $3,350-55.4% |
| Admin fee / account holder | $9 | $438-97.8% | $13,411-99.9% | $521-98.2% |