Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $69,482 |
APW CAPITAL INC2 years Service code 27 100 ENTERPRISE DRIVE, SUITE 504 · ROCKAWAY, NJ 07866 | Advisory (Plan) | $32,376 |
INTAC ACTUARIAL SERVICES3 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $4,844 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $61,901 | $60,795+1.8% | $69,455-10.9% | $65,185-5.0% |
| Participation rate | 67.2% | 74.9%-7.6pp | 74.6%-7.4pp | 70.2%-3.0pp |
| Annual return | 22.32% | 17.46%+4.9pp | 28.97%-6.6pp | 29.38%-7.1pp |
| Employer contribution / active EE | $2,987 | $2,452+21.8% | $2,779+7.5% | $2,177+37.2% |
| Participant deferral / active EE | $5,645 | $3,162+78.5% | $3,535+59.7% | $3,514+60.7% |
| Admin fee / account holder | $20 | $314-93.7% | $3,839-99.5% | $847-97.6% |