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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $27,795 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $24,344 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 99 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Other Fees | $7,447 |
Annual investment return is in the bottom quintile of the peer cohort.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $31,258 | $45,343-31.1% | $150,298-79.2% | $67,986-54.0% |
| Participation rate | 98.8% | 51.9%+46.9pp | 77.8%+21.0pp | 57.2%+41.6pp |
| Annual return | 8.50% | 33.28%-24.8pp | 62.79%-54.3pp | 31.67%-23.2pp |
| Employer contribution / active EE | $4,753 | $1,462+225.1% | $4,154+14.4% | $2,019+135.4% |
| Participant deferral / active EE | $0 | $2,055-100.0% | $5,453-100.0% | $3,358-100.0% |
| Admin fee / account holder | $106 | $2,250-95.3% | $14,116-99.2% | $3,203-96.7% |