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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 | $46,688-33.0% | $189,758-83.5% | $69,733-55.2% |
| Participation rate | 98.8% | 61.7%+37.1pp | 79.8%+19.0pp | 62.5%+36.3pp |
| Annual return | 8.50% | 14.35%-5.9pp | 52.62%-44.1pp | 15.22%-6.7pp |
| Employer contribution / active EE | $4,753 | $1,695+180.4% | $4,767-0.3% | $2,250+111.2% |
| Participant deferral / active EE | $0 | $2,143-100.0% | $5,856-100.0% | $3,054-100.0% |
| Admin fee / account holder | $106 | $1,700-93.7% | $20,388-99.5% | $3,102-96.6% |