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| Provider | Service type | Compensation |
|---|---|---|
ASCENSUS LLC2 years Filed as: THE HILB GROUP OF NEW ENGLAND Service code 13 · EIN 27-1207016 2000 CHAPEL VIEW BLVD · CRANSTON, RI 02920 | Contract Administrator | $18,646 |
NATIONWIDE10+ years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $13,440 |
AMERICAN FUNDS8 years Filed as: CAPITAL ANALYSTS, INC. Service code 27 · EIN 45-5025285 601 OFFICE CENTER DR · FORT WASHINGTON, PA 19034 | Advisory (Plan) | $11,458 |
PROACCOUNT1 year Service code 26 · EIN 73-0988442 10 W NATIONWIDE BLVD. · COLUMBUS, OH 43215 | Advisory (Participants) | $163 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $46,628 | $51,576-9.6% | $129,207-63.9% | $80,856-42.3% |
| Participation rate | 42.0% | 57.0%-14.9pp | 69.6%-27.6pp | 67.6%-25.6pp |
| Annual return | 10.61% | 20.81%-10.2pp | 9417.33%-9406.7pp | 35.59%-25.0pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,153-100.0% | $2,755-100.0% |
| Participant deferral / active EE | $1,355 | $2,669-49.2% | $4,168-67.5% | $4,296-68.5% |
| Admin fee / account holder | $560 | $4,305-87.0% | $7,715-92.7% | $6,918-91.9% |