Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,560 |
INTAC ACTUARIAL SERVICES3 years Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $10,239 |
EQUITABLE ADVISORS LLC1 year Service code 27 | 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).
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $38,979 | $58,895-33.8% | $178,503-78.2% | $73,497-47.0% |
| Participation rate | 42.9% | 66.2%-23.4pp | 81.9%-39.1pp | 70.7%-27.8pp |
| Annual return | 11.84% | 24.86%-13.0pp | 151.12%-139.3pp | 28.51%-16.7pp |
| Employer contribution / active EE | $931 | $2,236-58.4% | $5,011-81.4% | $2,270-59.0% |
| Participant deferral / active EE | $1,600 | $2,567-37.7% | $5,202-69.2% | $3,740-57.2% |
| Admin fee / account holder | $348 | $400-13.2% | $13,987-97.5% | $513-32.3% |