Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $85,954 |
APW CAPITAL INC5 years Service code 27 100 ENTERPRISE DRIVE, SUITE 504 · ROCKAWAY, NJ 07866 | Advisory (Plan) | $41,825 |
INTAC ACTUARIAL SERVICES6 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $5,623 |
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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $55,431 | $60,989-9.1% | $60,874-8.9% | $66,914-17.2% |
| Participation rate | 59.9% | 74.5%-14.6pp | 73.1%-13.2pp | 69.8%-9.9pp |
| Annual return | -9.59% | -9.60%0pp | 16.90%-26.5pp | 1.58%-11.2pp |
| Employer contribution / active EE | $2,230 | $2,661-16.2% | $2,701-17.5% | $2,544-12.4% |
| Participant deferral / active EE | $5,153 | $3,615+42.5% | $3,817+35.0% | $4,237+21.6% |
| Admin fee / account holder | $522 | $338+54.1% | $3,224-83.8% | $593-12.1% |