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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $70,894 |
BRINKER CAPITAL3 years Filed as: BRINKER CAPITAL INVESTMENTS Service code 26 · EIN 13-4109249 17605 WRIGHT ST. · OMAHA, NE 68130 | Advisory (Participants) | $35,800 |
THE INVESTMENT CENTER INC3 years Filed as: THE INVESTMENT CENTER Service code 28 1420 ROUTE 206 NORTH · BEDMINSTER, NJ 07921 | Investment Management | $30,513 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 15 · EIN 11-3401702 50 TICE BLVD · WOODCLIFF LAKE, NJ 07677 | Recordkeeping | $9,942 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $103,397 | $130,294-20.6% | $170,043-39.2% | $71,511+44.6% |
| Participation rate | 87.1% | 86.2%+0.9pp | 87.0%+0.1pp | 67.9%+19.1pp |
| Annual return | 10.95% | 20.36%-9.4pp | 53.40%-42.5pp | 28.86%-17.9pp |
| Employer contribution / active EE | $1,293 | $4,385-70.5% | $6,790-81.0% | $2,589-50.1% |
| Participant deferral / active EE | $7,755 | $6,928+11.9% | $10,410-25.5% | $4,291+80.7% |
| Admin fee / account holder | $478 | $966-50.6% | $12,824-96.3% | $1,588-69.9% |