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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $9,972 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
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 | $15,624 | $47,977-67.4% | $154,111-89.9% | $56,287-72.2% |
| Participation rate | 33.9% | 66.2%-32.3pp | 83.0%-49.1pp | 69.9%-35.9pp |
| Annual return | -6.04% | 3.54%-9.6pp | 735.18%-741.2pp | -9.96%+3.9pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $5,298-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $502 | $2,392-79.0% | $5,081-90.1% | $3,350-85.0% |
| Admin fee / account holder | $59 | $438-86.5% | $13,411-99.6% | $521-88.7% |