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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $27,766 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $44,519 | $59,191-24.8% | $76,767-42.0% | $56,289-20.9% |
| Participation rate | 63.8% | 75.2%-11.4pp | 77.0%-13.2pp | 69.9%-6.1pp |
| Annual return | -4.98% | 6.62%-11.6pp | 2.43%-7.4pp | -9.96%+5.0pp |
| Employer contribution / active EE | $857 | $1,759-51.3% | $2,485-65.5% | $2,111-59.4% |
| Participant deferral / active EE | $4,561 | $3,255+40.1% | $3,852+18.4% | $3,350+36.2% |
| Admin fee / account holder | $25 | $489-95.0% | $6,675-99.6% | $521-95.3% |