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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $29,946 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $11,072 | $41,281-73.2% | $109,313-89.9% | $57,658-80.8% |
| Participation rate | 65.6% | 59.3%+6.2pp | 71.3%-5.7pp | 70.2%-4.7pp |
| Annual return | 7.33% | 8.97%-1.6pp | 22.07%-14.7pp | 5.13%+2.2pp |
| Employer contribution / active EE | $2 | $1,201-99.8% | $3,892-99.9% | $1,974-99.9% |
| Participant deferral / active EE | $805 | $2,223-63.8% | $3,166-74.6% | $3,061-73.7% |
| Admin fee / account holder | $126 | $75+67.2% | $5,666-97.8% | $95+33.1% |