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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $59,024 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $154,969 | $56,438+174.6% | $76,902+101.5% | $71,529+116.7% |
| Participation rate | 59.7% | 64.3%-4.6pp | 69.6%-9.9pp | 67.9%-8.2pp |
| Annual return | 12.95% | 19.05%-6.1pp | 37.91%-25.0pp | 28.97%-16.0pp |
| Employer contribution / active EE | $1,953 | $1,864+4.8% | $2,534-22.9% | $2,590-24.6% |
| Participant deferral / active EE | $3,952 | $3,136+26.0% | $3,833+3.1% | $4,291-7.9% |
| Admin fee / account holder | $590 | $1,430-58.7% | $5,479-89.2% | $1,588-62.8% |