Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $19,780 |
INTAC ACTUARIAL SERVICES1 year Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $7,949 |
Filed as: AXA ADVISORS LLC Service code 27 ATTN COMMISSIONS · NEW YORK, NY 10104 | Advisory (Plan) | $5,809 |
Filed as: AXA NETWORK LLC Service code 27 JANIE SMITH · HARRISBURG, PA 17110 | Advisory (Plan) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $22,475 | $47,977-53.2% | $154,108-85.4% | $56,289-60.1% |
| Participation rate | 43.0% | 66.2%-23.1pp | 83.0%-40.0pp | 69.9%-26.8pp |
| Annual return | -4.27% | 3.54%-7.8pp | 735.21%-739.5pp | -9.96%+5.7pp |
| Employer contribution / active EE | $828 | $2,169-61.8% | $5,298-84.4% | $2,111-60.8% |
| Participant deferral / active EE | $1,458 | $2,392-39.0% | $5,081-71.3% | $3,350-56.5% |
| Admin fee / account holder | $259 | $438-40.8% | $13,411-98.1% | $521-50.2% |