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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $15,841 |
AMERICAN FUNDS5 years Filed as: CAPITAL ANALYSTS, INC Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $13,391 |
ASCENSUS LLC6 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 | $9,463 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $25,211 | $45,602-44.7% | $117,533-78.5% | $66,938-62.3% |
| Participation rate | 46.5% | 57.6%-11.1pp | 70.6%-24.1pp | 69.8%-23.3pp |
| Annual return | -17.93% | -16.74%-1.2pp | 29.77%-47.7pp | 1.58%-19.5pp |
| Employer contribution / active EE | $0 | $1,579-100.0% | $4,179-100.0% | $2,545-100.0% |
| Participant deferral / active EE | $1,546 | $2,845-45.7% | $4,072-62.0% | $4,238-63.5% |
| Admin fee / account holder | $0 | $661-100.0% | $5,647-100.0% | $594-100.0% |