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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $56,836 |
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 | $65,728 | $55,453+18.5% | $170,435-61.4% | $62,293+5.5% |
| Participation rate | 52.1% | 66.4%-14.3pp | 83.6%-31.5pp | 69.5%-17.4pp |
| Annual return | 15.99% | 21.38%-5.4pp | 205.94%-189.9pp | 28.90%-12.9pp |
| Employer contribution / active EE | $977 | $2,164-54.8% | $5,432-82.0% | $2,042-52.1% |
| Participant deferral / active EE | $1,739 | $2,303-24.5% | $4,939-64.8% | $3,169-45.1% |
| Admin fee / account holder | $271 | $455-40.5% | $13,881-98.0% | $479-43.5% |