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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBU, OH 43215 | Contract Administrator | $18,393 |
AMERICAN FUNDS2 years Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $14,870 |
ASCENSUS LLC3 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 931 JEFFERSON BLVD · WARWICK, RI 02886 | Contract Administrator | $9,362 |
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.
Employer 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 | $30,900 | $46,722-33.9% | $130,660-76.4% | $65,185-52.6% |
| Participation rate | 37.7% | 60.9%-23.2pp | 71.7%-34.1pp | 70.2%-32.5pp |
| Annual return | 18.25% | 24.17%-5.9pp | 1709.29%-1691.0pp | 29.38%-11.1pp |
| Employer contribution / active EE | $0 | $1,488-100.0% | $4,092-100.0% | $2,177-100.0% |
| Participant deferral / active EE | $808 | $2,545-68.3% | $3,603-77.6% | $3,514-77.0% |
| Admin fee / account holder | $0 | $453-100.0% | $5,463-100.0% | $847-100.0% |