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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 | $43,496-28.1% | $161,489-80.6% | $64,340-51.4% |
| Participation rate | 98.8% | 53.5%+45.2pp | 78.7%+20.1pp | 55.2%+43.5pp |
| Annual return | 8.50% | 20.76%-12.3pp | 89.72%-81.2pp | 24.14%-15.6pp |
| Employer contribution / active EE | $4,753 | $1,431+232.2% | $4,268+11.4% | $1,862+155.3% |
| Participant deferral / active EE | $0 | $1,996-100.0% | $5,630-100.0% | $2,980-100.0% |
| Admin fee / account holder | $106 | $2,330-95.4% | $16,006-99.3% | $3,703-97.1% |