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 | $42,909+66.1% | $152,093-53.1% | $71,012+0.3% |
| Participation rate | 69.6% | 54.7%+14.9pp | 77.8%-8.2pp | 58.6%+11.1pp |
| Annual return | 5.68% | 30.57%-24.9pp | 66.36%-60.7pp | 37.67%-32.0pp |
| Employer contribution / active EE | $2,572 | $1,369+87.9% | $4,175-38.4% | $2,348+9.5% |
| Participant deferral / active EE | $4,790 | $1,904+151.6% | $5,451-12.1% | $3,246+47.6% |
| Admin fee / account holder | $64 | $1,014-93.7% | $14,497-99.6% | $1,167-94.5% |