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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 18 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Other fees; Custodial (other than sec... | $9,945 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,629 | $46,732-58.0% | $156,551-87.5% | $55,167-64.4% |
| Participation rate | 55.9% | 65.8%-9.9pp | 84.0%-28.1pp | 69.0%-13.1pp |
| Annual return | -1.81% | 17.72%-19.5pp | 32.23%-34.0pp | 169.23%-171.0pp |
| Employer contribution / active EE | $1,020 | $2,105-51.5% | $5,501-81.5% | $1,963-48.0% |
| Participant deferral / active EE | $1,606 | $2,204-27.1% | $4,871-67.0% | $3,054-47.4% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |