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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,281 |
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 | $57,781 | $46,732+23.6% | $156,551-63.1% | $55,167+4.7% |
| Participation rate | 50.3% | 65.8%-15.5pp | 84.0%-33.7pp | 69.0%-18.7pp |
| Annual return | 6.63% | 17.72%-11.1pp | 32.23%-25.6pp | 169.23%-162.6pp |
| Employer contribution / active EE | $906 | $2,105-57.0% | $5,501-83.5% | $1,963-53.8% |
| Participant deferral / active EE | $1,554 | $2,204-29.5% | $4,871-68.1% | $3,054-49.1% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |