Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $32,874 |
INTAC ACTUARIAL SERVICES5 years Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $12,961 |
EQUITABLE ADVISORS LLC3 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $10,425 |
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.)
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,472 | $65,092-42.4% | $143,799-73.9% | $66,938-44.0% |
| Participation rate | 44.2% | 65.2%-21.0pp | 80.3%-36.1pp | 69.8%-25.6pp |
| Annual return | -17.06% | -11.14%-5.9pp | -0.04%-17.0pp | 1.58%-18.6pp |
| Employer contribution / active EE | $1,163 | $2,362-50.8% | $4,952-76.5% | $2,545-54.3% |
| Participant deferral / active EE | $1,980 | $2,920-32.2% | $5,638-64.9% | $4,238-53.3% |
| Admin fee / account holder | $388 | $502-22.7% | $14,677-97.4% | $594-34.6% |