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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 64 · EIN 31-1592130 | Recordkeeping Fees | $21,697 |
Filed as: ONEDIGITAL INVESTMENT ADVISOR Service code 27 · EIN 43-1451524 4860 COLLEGE BLVD · OVERLAND PARK, KS 66211 | Advisory (Plan) | $19,003 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 99 · EIN 22-2446239 PO BOX 55970 · BOSTON, MA 02205 | Other Fees | $3,102 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERIVES INC. Service code 99 | Other Fees | $2,712 |
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $11,548 | $38,165-69.7% | $189,758-93.9% | $69,255-83.3% |
| Participation rate | 80.6% | 66.7%+13.9pp | 79.8%+0.8pp | 69.0%+11.6pp |
| Annual return | 9.40% | 14.65%-5.3pp | 52.62%-43.2pp | 26.73%-17.3pp |
| Employer contribution / active EE | $1,071 | $1,589-32.6% | $4,767-77.5% | $2,645-59.5% |
| Participant deferral / active EE | $2,211 | $2,073+6.6% | $5,856-62.2% | $2,890-23.5% |
| Admin fee / account holder | $95 | $714-86.7% | $20,388-99.5% | $733-87.1% |