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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,887 |
BOOSTER, LLC2 years Service code 28 · EIN 86-3297673 8336 HILLENDALE RD · PARKVILLE, MD 21234 | Investment Management | $12,130 |
PROACCOUNT1 year Service code 28 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Investment Management | $5,977 |
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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $10,781 | $50,860-78.8% | $155,574-93.1% | $77,714-86.1% |
| Participation rate | 21.4% | 63.1%-41.7pp | 78.2%-56.8pp | 70.6%-49.2pp |
| Annual return | 11.68% | 34.86%-23.2pp | 64.87%-53.2pp | 31.26%-19.6pp |
| Employer contribution / active EE | $416 | $1,991-79.1% | $4,676-91.1% | $2,727-84.7% |
| Participant deferral / active EE | $908 | $2,825-67.9% | $5,629-83.9% | $4,649-80.5% |
| Admin fee / account holder | $260 | $436-40.3% | $15,914-98.4% | $433-39.9% |