Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $21,568 |
INTAC ACTUARIAL SERVICES2 years Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $9,246 |
Filed as: AXA ADVISORS LLC Service code 27 ATTN COMMISSIONS · NEW YORK, NY 10104 | Advisory (Plan) | $6,695 |
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.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $35,704 | $52,953-32.6% | $172,739-79.3% | $65,185-45.2% |
| Participation rate | 37.8% | 66.2%-28.4pp | 82.6%-44.9pp | 70.2%-32.4pp |
| Annual return | 21.10% | 30.12%-9.0pp | 802.84%-781.7pp | 29.38%-8.3pp |
| Employer contribution / active EE | $764 | $2,190-65.1% | $5,143-85.1% | $2,177-64.9% |
| Participant deferral / active EE | $1,404 | $2,471-43.2% | $5,198-73.0% | $3,514-60.1% |
| Admin fee / account holder | $414 | $472-12.2% | $13,954-97.0% | $847-51.1% |