Filed November 20, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE8 years Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $107,802 |
INTAC ACTUARIAL SERVICES7 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 11 50 TICE BLVD, SUITE 151 · WOODCLIFF LAKE, NJ 07677 | Actuarial | $798 |
APW CAPITAL INC6 years Service code 27 100 ENTERPRISE DRIVE, SUITE 504 · ROCKAWAY, NJ 07866 | Advisory (Plan) | $0 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,482 | $65,582-1.7% | $64,099+0.6% | $71,495-9.8% |
| Participation rate | 62.2% | 73.2%-11.0pp | 72.3%-10.1pp | 67.9%-5.7pp |
| Annual return | 16.79% | 18.96%-2.2pp | 33.70%-16.9pp | 28.85%-12.1pp |
| Employer contribution / active EE | $2,873 | $2,671+7.6% | $2,748+4.6% | $2,589+11.0% |
| Participant deferral / active EE | $6,034 | $3,628+66.3% | $3,881+55.5% | $4,291+40.6% |
| Admin fee / account holder | $572 | $616-7.3% | $3,070-81.4% | $1,588-64.0% |