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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 | $36,002-67.9% | $161,489-92.8% | $64,728-82.2% |
| Participation rate | 80.6% | 57.4%+23.2pp | 78.7%+1.9pp | 57.9%+22.7pp |
| Annual return | 9.40% | 33.93%-24.5pp | 89.72%-80.3pp | 49.38%-40.0pp |
| Employer contribution / active EE | $1,071 | $1,380-22.3% | $4,268-74.9% | $2,243-52.2% |
| Participant deferral / active EE | $2,211 | $1,815+21.8% | $5,630-60.7% | $2,729-19.0% |
| Admin fee / account holder | $95 | $931-89.8% | $16,006-99.4% | $1,145-91.7% |