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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $46,258 |
Service code 30 · EIN 41-9073005 | Employee (plan); Insurance brokerage ... | $31,703 |
Filed as: AMERIPRISE FINANCIAL SERVICES Service code 49 50082 AMERIPRISE FINANCIAL CTR · MINNEAPOLIS, MN 55474 | Other Services | $22,110 |
Filed as: MASSACHUSETTS MUTUAL LIFE INSURANCE Service code 52 · EIN 04-1590850 | Indirect Investment Fees | $6,106 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $59,078 | $62,928-6.1% | $172,752-65.8% | $67,579-12.6% |
| Participation rate | 21.2% | 64.5%-43.3pp | 82.6%-61.5pp | 71.3%-50.1pp |
| Annual return | 22.80% | 30.36%-7.6pp | 802.97%-780.2pp | 378.56%-355.8pp |
| Employer contribution / active EE | $0 | $1,636-100.0% | $5,144-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,274 | $2,145+6.0% | $5,198-56.2% | $3,539-35.7% |
| Admin fee / account holder | $50 | $167-70.2% | $13,955-99.6% | $142-65.1% |