Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
INTAC ACTUARIAL SERVICES7 years Service code 17 PO BOX 55970 · BOSTON, MA 02205 | Pension Consulting | $16,019 |
EQUITABLE ADVISORS LLC5 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $14,191 |
NATIONWIDE7 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $1,598 |
PROACCOUNT1 year Service code 26 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $108 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $57,025 | $55,415+2.9% | $155,509-63.3% | $74,495-23.5% |
| Participation rate | 43.2% | 61.9%-18.7pp | 78.2%-35.0pp | 67.2%-24.0pp |
| Annual return | 11.37% | 268.50%-257.1pp | 64.67%-53.3pp | 1364.94%-1353.6pp |
| Employer contribution / active EE | $1,414 | $2,267-37.6% | $4,672-69.7% | $2,623-46.1% |
| Participant deferral / active EE | $2,709 | $2,836-4.5% | $5,626-51.8% | $4,346-37.7% |
| Admin fee / account holder | $256 | $1,738-85.3% | $15,912-98.4% | $1,942-86.8% |