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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 13 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,197 |
HARFST AND ASSOCIATES9+ years Filed as: HARFST & ASSOCIATES, INC Service code 27 · EIN 93-0839718 389 E MAIN ST · ASHLAND, OR 97520 | Advisory (Plan) | $8,047 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $13,703 | $61,391-77.7% | $149,723-90.8% | $71,529-80.8% |
| Participation rate | 53.6% | 62.5%-8.9pp | 78.8%-25.2pp | 67.9%-14.3pp |
| Annual return | 16.87% | 35.88%-19.0pp | 134.50%-117.6pp | 28.97%-12.1pp |
| Employer contribution / active EE | $611 | $2,384-74.3% | $4,821-87.3% | $2,590-76.4% |
| Participant deferral / active EE | $1,163 | $2,921-60.2% | $5,682-79.5% | $4,291-72.9% |
| Admin fee / account holder | $80 | $1,264-93.7% | $13,215-99.4% | $1,588-95.0% |