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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $69 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant 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.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $406 | $50,637-99.2% | $86,590-99.5% | $62,292-99.3% |
| Participation rate | 6.6% | 67.9%-61.3pp | 73.5%-66.9pp | 69.5%-62.9pp |
| Annual return | 0.00% | 20.80%-20.8pp | 964.84%-964.8pp | 28.90%-28.9pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $27 | $2,611-99.0% | $3,609-99.3% | $3,169-99.2% |
| Admin fee / account holder | $0 | $413-100.0% | $4,906-100.0% | $479-100.0% |