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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $33,657 |
Filed as: GELMAN PENSION CONSULTING Service code 15 · EIN 13-3752538 | Recordkeeping | $1,575 |
Filed as: NORTHWESTERN MUTUAL INV SRVCS Service code 26 ATTN IPS COMPENSATION · MILWAUKEE, WI 53202 | Advisory (Participants) | $0 |
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 | $57,813 | $58,577-1.3% | $83,323-30.6% | $64,181-9.9% |
| Participation rate | 54.4% | 72.0%-17.6pp | 77.8%-23.3pp | 69.6%-15.1pp |
| Annual return | -6.70% | 9.65%-16.3pp | 10.63%-17.3pp | 7.63%-14.3pp |
| Employer contribution / active EE | $47 | $2,098-97.7% | $3,379-98.6% | $2,381-98.0% |
| Participant deferral / active EE | $4,481 | $4,654-3.7% | $5,565-19.5% | $3,470+29.1% |
| Admin fee / account holder | $0 | $9,275-100.0% | $7,539-100.0% | $4,887-100.0% |