Filed January 30, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 | Recordkeeping | $23,536 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $71,257 | $36,002+97.9% | $161,489-55.9% | $64,728+10.1% |
| Participation rate | 69.6% | 57.4%+12.2pp | 78.7%-9.1pp | 57.9%+11.7pp |
| Annual return | 5.68% | 33.93%-28.3pp | 89.72%-84.0pp | 49.38%-43.7pp |
| Employer contribution / active EE | $2,572 | $1,380+86.4% | $4,268-39.7% | $2,243+14.7% |
| Participant deferral / active EE | $4,790 | $1,815+163.9% | $5,630-14.9% | $2,729+75.5% |
| Admin fee / account holder | $64 | $931-93.1% | $16,006-99.6% | $1,145-94.4% |