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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $11,794 |
NEWPORT GROUP, INC.5 years Service code 15 200 DRYDEN ROAD · DRESHER, PA 19025 | Recordkeeping | $11,665 |
Service code 26 8383 MENTOR AVE · MENTOR, OH 44060 | Advisory (Participants) | $9,662 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,740 | $49,940-64.5% | $95,740-81.5% | $74,460-76.2% |
| Participation rate | 16.4% | 66.8%-50.4pp | 72.3%-55.9pp | 70.7%-54.4pp |
| Annual return | 16.17% | 24.92%-8.8pp | 28.41%-12.2pp | 34.38%-18.2pp |
| Employer contribution / active EE | $146 | $1,639-91.1% | $2,836-94.8% | $2,638-94.5% |
| Participant deferral / active EE | $386 | $3,753-89.7% | $4,244-90.9% | $4,530-91.5% |
| Admin fee / account holder | $175 | $300-41.5% | $5,676-96.9% | $348-49.6% |