Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $64,635 |
NFP RETIREMENT INC1+ years Filed as: NFP LINCOLN BENEFITS GROUP Service code 14 · EIN 52-1548008 550 PINETOWN ROAD · FORT WASHINGTON, PA 19034 | Plan Administrator | $7,442 |
CLS INVESTMENTS1+ years Service code 26 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $4,220 |
NFP RETIREMENT INC1+ years Filed as: NFP SECURITIES Service code 14 · EIN 13-4029115 1250 CAPITAL OF TEXAS HIGHWAY SOUTH · AUSTIN, TX 78746 | Plan Administrator | $0 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $42,376 | $43,423-2.4% | $78,676-46.1% | $55,167-23.2% |
| Participation rate | 70.7% | 68.0%+2.7pp | 73.6%-2.9pp | 69.0%+1.7pp |
| Annual return | 5.62% | 11.53%-5.9pp | 62.19%-56.6pp | 169.23%-163.6pp |
| Employer contribution / active EE | $1,904 | $1,997-4.7% | $2,850-33.2% | $1,963-3.0% |
| Participant deferral / active EE | $2,603 | $2,509+3.8% | $3,517-26.0% | $3,054-14.8% |
| Admin fee / account holder | $367 | $416-11.9% | $4,510-91.9% | $504-27.2% |