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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $27,757 |
NEWPORT GROUP, INC.2 years Service code 13 · EIN 27-2037969 | Contract Administrator | $1,682 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $18,469 | $56,540-67.3% | $185,849-90.1% | $86,821-78.7% |
| Participation rate | 56.7% | 65.5%-8.8pp | 81.7%-25.0pp | 72.3%-15.6pp |
| Annual return | 13.22% | 118.20%-105.0pp | 122.10%-108.9pp | 97.94%-84.7pp |
| Employer contribution / active EE | $1,123 | $1,844-39.1% | $5,169-78.3% | $2,406-53.3% |
| Participant deferral / active EE | $1,605 | $2,555-37.2% | $5,569-71.2% | $4,132-61.1% |
| Admin fee / account holder | $100 | $150-32.9% | $16,244-99.4% | $170-40.8% |