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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $19,460 |
AMERICAN FUNDS4 years Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $16,818 |
ASCENSUS LLC5 years Filed as: THE HILB GROUP OF NEW ENGLAND, LLC Service code 13 · EIN 27-1207016 200 CHAPEL VIEW BLVD. · CRANSTON, RI 02920 | Contract Administrator | $7,143 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $33,751 | $58,726-42.5% | $142,898-76.4% | $85,847-60.7% |
| Participation rate | 50.0% | 58.5%-8.5pp | 72.0%-22.0pp | 69.3%-19.3pp |
| Annual return | 11.65% | 27.73%-16.1pp | 5639.64%-5628.0pp | 318.61%-307.0pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,828 | $2,609-29.9% | $3,838-52.4% | $3,952-53.8% |
| Admin fee / account holder | $0 | $4,234-100.0% | $6,560-100.0% | $6,261-100.0% |