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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $11,833 |
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.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
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 | $16,727 | $75,832-77.9% | $147,617-88.7% | $59,633-71.9% |
| Participation rate | 48.9% | 71.6%-22.6pp | 84.6%-35.7pp | 68.7%-19.7pp |
| Annual return | -2.35% | 0.37%-2.7pp | 61.98%-64.3pp | 2041.45%-2043.8pp |
| Employer contribution / active EE | $299 | $3,485-91.4% | $5,564-94.6% | $2,203-86.4% |
| Participant deferral / active EE | $1,485 | $3,131-52.6% | $4,895-69.7% | $3,192-53.5% |
| Admin fee / account holder | $0 | $5,986-100.0% | $11,612-100.0% | $4,297-100.0% |