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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE LIFE INSURANC COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $15,092 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ BENEFITS & INSURANCE SVCS Service code 16 · EIN 47-0644967 | Consulting | $9,525 |
CBIZ RETIREMENT PLAN SERVICES1+ years Filed as: CBIZ FINANCIAL SOLUTIONS, INC. Service code 26 6050 OAK TREE BLVD SOUTH · CLEVELAND, OH 44131 | Advisory (Participants) | $0 |
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.
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 | $10,814 | $39,859-72.9% | $78,676-86.3% | $57,658-81.2% |
| Participation rate | 26.8% | 66.1%-39.3pp | 73.6%-46.7pp | 70.2%-43.4pp |
| Annual return | 5.20% | 18.96%-13.8pp | 62.19%-57.0pp | 5.13%+0.1pp |
| Employer contribution / active EE | $381 | $1,786-78.7% | $2,850-86.6% | $1,974-80.7% |
| Participant deferral / active EE | $731 | $2,248-67.5% | $3,517-79.2% | $3,061-76.1% |
| Admin fee / account holder | $54 | $76-29.0% | $4,510-98.8% | $95-42.8% |