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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,864 |
HARFST AND ASSOCIATES8+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $6,821 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,874 | $65,125-81.8% | $143,797-91.7% | $66,949-82.3% |
| Participation rate | 53.2% | 65.2%-12.0pp | 80.3%-27.1pp | 69.8%-16.6pp |
| Annual return | -17.56% | -11.13%-6.4pp | -0.04%-17.5pp | 1.57%-19.1pp |
| Employer contribution / active EE | $441 | $2,362-81.3% | $4,952-91.1% | $2,545-82.7% |
| Participant deferral / active EE | $1,067 | $2,920-63.5% | $5,638-81.1% | $4,239-74.8% |
| Admin fee / account holder | $182 | $503-63.9% | $14,679-98.8% | $594-69.4% |