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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 37 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Loan Processing | $12,508 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
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 | $19,378 | $46,732-58.5% | $156,551-87.6% | $55,167-64.9% |
| Participation rate | 42.0% | 65.8%-23.8pp | 84.0%-42.0pp | 69.0%-27.0pp |
| Annual return | 3.38% | 17.72%-14.3pp | 32.23%-28.9pp | 169.23%-165.9pp |
| Employer contribution / active EE | $223 | $2,105-89.4% | $5,501-95.9% | $1,963-88.6% |
| Participant deferral / active EE | $1,372 | $2,204-37.7% | $4,871-71.8% | $3,054-55.1% |
| Admin fee / account holder | $396 | $418-5.3% | $13,028-97.0% | $504-21.4% |