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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $7,743 |
Service code 16 500 EAST REYNOLDS DR · RUSTON, LA 71270 | Consulting | $5,410 |
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.
Annual investment return 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 | $14,549 | $58,888-75.3% | $178,499-91.8% | $73,493-80.2% |
| Participation rate | 26.4% | 66.2%-39.8pp | 81.9%-55.5pp | 70.7%-44.3pp |
| Annual return | 3.84% | 24.86%-21.0pp | 151.10%-147.3pp | 28.51%-24.7pp |
| Employer contribution / active EE | $539 | $2,236-75.9% | $5,011-89.3% | $2,270-76.3% |
| Participant deferral / active EE | $132 | $2,568-94.9% | $5,202-97.5% | $3,740-96.5% |
| Admin fee / account holder | $97 | $400-75.8% | $13,986-99.3% | $513-81.1% |