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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $17,312 |
AMERICAN FUNDS1 year Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $14,766 |
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $5,837 |
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.
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 | $29,908 | $44,221-32.4% | $121,220-75.3% | $56,289-46.9% |
| Participation rate | 43.9% | 61.1%-17.2pp | 71.8%-27.9pp | 69.9%-26.0pp |
| Annual return | -6.54% | -3.58%-3.0pp | 16.94%-23.5pp | -9.96%+3.4pp |
| Employer contribution / active EE | $0 | $1,480-100.0% | $4,023-100.0% | $2,111-100.0% |
| Participant deferral / active EE | $910 | $2,521-63.9% | $3,345-72.8% | $3,350-72.8% |
| Admin fee / account holder | $0 | $480-100.0% | $5,021-100.0% | $521-100.0% |