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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ING INS SERVICES INC Service code 15 | Recordkeeping | $14,206 |
NATIONWIDE2+ years Service code 15 | Recordkeeping | $13,655 |
INTAC ACTUARIAL SERVICES2+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 15 · EIN 11-3401702 | Recordkeeping | $10,765 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $16,842 | $46,732-64.0% | $156,551-89.2% | $55,167-69.5% |
| Participation rate | 29.9% | 65.8%-35.9pp | 84.0%-54.1pp | 69.0%-39.1pp |
| Annual return | 3.24% | 17.72%-14.5pp | 32.23%-29.0pp | 169.23%-166.0pp |
| Employer contribution / active EE | $369 | $2,105-82.5% | $5,501-93.3% | $1,963-81.2% |
| Participant deferral / active EE | $878 | $2,204-60.2% | $4,871-82.0% | $3,054-71.3% |
| Admin fee / account holder | $0 | $418-100.0% | $13,028-100.0% | $504-100.0% |