Filed December 3, 2014
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Filed as: NATIONWIDE FINANCIAL Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $35,612 |
NFP RETIREMENT INC2+ years Filed as: NFP LINCOLN BENEFITS GROUP Service code 14 · EIN 52-1548008 1300 VIRGINIA DRIVE · FORT WASHINGTON, PA 19034 | Plan Administrator | $7,767 |
CLS INVESTMENTS2+ years Service code 26 · EIN 13-4109249 17605 WRIGHT STREET · OMAHA, NE 68130 | Advisory (Participants) | $4,523 |
Filed as: KESTRA INVESTMENT SERVICES, LL Service code 14 · EIN 74-2794194 5707 SOUTHWEST PARKWAY · AUSTIN, TX 787353300 | Plan Administrator | $0 |
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.
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 | $50,519 | $50,637-0.2% | $86,582-41.7% | $62,293-18.9% |
| Participation rate | 68.6% | 67.9%+0.7pp | 73.5%-5.0pp | 69.5%-1.0pp |
| Annual return | 12.07% | 20.80%-8.7pp | 965.08%-953.0pp | 28.90%-16.8pp |
| Employer contribution / active EE | $0 | $2,075-100.0% | $2,839-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,610 | $2,611-0.1% | $3,609-27.7% | $3,169-17.7% |
| Admin fee / account holder | $252 | $413-39.0% | $4,904-94.9% | $479-47.4% |