Filed August 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Filed as: NATIONWIDE LIFE INS CO Service code 15 · EIN 31-4156830 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Recordkeeping | $17,474 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $5,815 |
AB FUNDS10+ years Filed as: AB&D CO Service code 13 · EIN 54-1703353 1523 HUGUENOT ROAD · MIDLOTHIAN, VA 23113 | Contract Administrator | $2,032 |
Filed as: MORGAN STANLEY SMITH BARNEY LLC Service code 26 · EIN 26-3415651 1 NEW YORK PLAZA, 12TH FLOOR · NEW YORK, NY 10004 | Advisory (Participants) | $0 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,671 | $91,710-87.3% | $67,560-82.7% | $77,762-85.0% |
| Participation rate | 65.1% | 76.0%-10.9pp | 72.9%-7.8pp | 70.6%-5.5pp |
| Annual return | 12.43% | 14.88%-2.4pp | 3533.50%-3521.1pp | 31.27%-18.8pp |
| Employer contribution / active EE | $1,262 | $3,187-60.4% | $2,737-53.9% | $2,728-53.7% |
| Participant deferral / active EE | $813 | $3,911-79.2% | $4,004-79.7% | $4,651-82.5% |
| Admin fee / account holder | $46 | $245-81.4% | $3,994-98.9% | $433-89.4% |