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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $9,980 |
NATIONAL BENEFIT SERVICES, LLC1+ years Filed as: NATIONAL BENEFIT SERVICES Service code 15 · EIN 20-3886993 | Recordkeeping | $6,720 |
Filed as: MEEDER INVESTMENT MANAGEMENT Service code 28 · EIN 31-1332744 | Investment Management | $5,967 |
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.
Annual investment return 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 | $8,973 | $68,408-86.9% | $57,196-84.3% | $57,658-84.4% |
| Participation rate | 31.1% | 79.1%-48.1pp | 75.3%-44.3pp | 70.2%-39.1pp |
| Annual return | 4.58% | 8.51%-3.9pp | 14.59%-10.0pp | 5.13%-0.6pp |
| Employer contribution / active EE | $679 | $2,869-76.3% | $2,683-74.7% | $1,974-65.6% |
| Participant deferral / active EE | $539 | $2,903-81.4% | $3,096-82.6% | $3,061-82.4% |
| Admin fee / account holder | $0 | $70-100.0% | $3,141-100.0% | $95-100.0% |