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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 26 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $14,722 |
1ST GLOBAL CAPITAL CORP1 year Service code 22 PO BOX 743248 · DALLAS, TX 75374 | Insurance Broker | $0 |
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.
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 | $46,513 | $55,449-16.1% | $83,831-44.5% | $56,289-17.4% |
| Participation rate | 29.6% | 68.0%-38.4pp | 76.1%-46.5pp | 69.9%-40.3pp |
| Annual return | -5.06% | -1.38%-3.7pp | 850.99%-856.0pp | -9.96%+4.9pp |
| Employer contribution / active EE | $171 | $2,430-93.0% | $3,631-95.3% | $2,111-91.9% |
| Participant deferral / active EE | $857 | $2,935-70.8% | $4,082-79.0% | $3,350-74.4% |
| Admin fee / account holder | $106 | $656-83.9% | $5,479-98.1% | $521-79.7% |