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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,802 |
TS&W INTERNATIONAL2 years Filed as: FM INTERNATIONAL LTD Service code 13 · EIN 11-3416243 | Contract Administrator | $5,346 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan appears closed to new enrollment or frozen - balance-holders far exceed active participants, or the plan reports active distributions with no inflows. Exclude from peer benchmarks.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,935 | $46,332-74.2% | $143,799-91.7% | $64,819-81.6% |
| Participation rate | 16.0% | 64.2%-48.2pp | 80.3%-64.3pp | 71.5%-55.4pp |
| Annual return | -11.55% | -10.05%-1.5pp | -0.04%-11.5pp | 32.84%-44.4pp |
| Employer contribution / active EE | $0 | $1,911-100.0% | $4,952-100.0% | $2,507-100.0% |
| Participant deferral / active EE | $0 | $2,647-100.0% | $5,638-100.0% | $4,311-100.0% |
| Admin fee / account holder | $114 | $154-25.6% | $14,677-99.2% | $188-39.0% |