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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $17,450 |
Service code 15 · EIN 35-0472300 | Recordkeeping | $11,967 |
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 | $25,180 | $73,102-65.6% | $123,553-79.6% | $56,289-55.3% |
| Participation rate | 99.1% | 74.3%+24.8pp | 82.3%+16.8pp | 69.9%+29.3pp |
| Annual return | -3.97% | 3.01%-7.0pp | 119.21%-123.2pp | -9.96%+6.0pp |
| Employer contribution / active EE | $2,437 | $2,977-18.1% | $4,628-47.3% | $2,111+15.5% |
| Participant deferral / active EE | $3,483 | $5,423-35.8% | $6,426-45.8% | $3,350+4.0% |
| Admin fee / account holder | $104 | $554-81.2% | $9,284-98.9% | $521-80.0% |