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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $12,798 |
Filed as: TENNESSEE PENSION ADMINISTRATORSL Service code 13 · EIN 62-1757444 | Contract Administrator | $4,735 |
WOODBURY FINANCIAL SERVICES2+ years Service code 27 7755 3RD STREET NORTH · OAK DALE, MN 55128 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $8,684 | $36,916-76.5% | $156,551-94.5% | $57,658-84.9% |
| Participation rate | 20.1% | 63.4%-43.3pp | 84.0%-63.9pp | 70.2%-50.1pp |
| Annual return | 6.42% | 12.38%-6.0pp | 32.23%-25.8pp | 5.13%+1.3pp |
| Employer contribution / active EE | $115 | $1,571-92.7% | $5,501-97.9% | $1,974-94.2% |
| Participant deferral / active EE | $239 | $1,926-87.6% | $4,871-95.1% | $3,061-92.2% |
| Admin fee / account holder | $90 | $82+9.5% | $13,028-99.3% | $95-4.4% |