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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZ · COLUMBUS, OH 43215 | Recordkeeping | $11,150 |
PENSION ASSURANCE LLP1 year Filed as: PENSION SOLUTIONS, INC. Service code 15 · EIN 73-1521434 9116 N KELLEY AVE · OKLAHOMA CITY, OK 73131 | Recordkeeping | $1,293 |
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 | $12,173 | $52,467-76.8% | $57,196-78.7% | $55,167-77.9% |
| Participation rate | 35.7% | 75.8%-40.2pp | 75.3%-39.7pp | 69.0%-33.3pp |
| Annual return | 3.65% | 7.72%-4.1pp | 14.59%-10.9pp | 169.23%-165.6pp |
| Employer contribution / active EE | $288 | $2,477-88.4% | $2,683-89.2% | $1,963-85.3% |
| Participant deferral / active EE | $617 | $2,830-78.2% | $3,096-80.1% | $3,054-79.8% |
| Admin fee / account holder | $0 | $269-100.0% | $3,141-100.0% | $504-100.0% |