Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $54,332 |
Filed as: COMPREHENSIVE ASSET MANAGEMENT Service code 27 2001 ROUTE 46, SUITE 506 · PARSIPPANY, NJ 07054 | Advisory (Plan) | $22,366 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $48,327 | $52,467-7.9% | $57,196-15.5% | $55,167-12.4% |
| Participation rate | 68.9% | 75.8%-6.9pp | 75.3%-6.4pp | 69.0%-0.1pp |
| Annual return | 8.55% | 7.72%+0.8pp | 14.59%-6.0pp | 169.23%-160.7pp |
| Employer contribution / active EE | $2,991 | $2,477+20.7% | $2,683+11.5% | $1,963+52.4% |
| Participant deferral / active EE | $5,483 | $2,830+93.7% | $3,096+77.1% | $3,054+79.5% |
| Admin fee / account holder | $45 | $269-83.2% | $3,141-98.6% | $504-91.0% |