Filed February 21, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,679 |
INTAC ACTUARIAL SERVICES6 years Service code 17 50 TICE BOULEVARD · WOODCLIFF LAKE, NJ 07677 | Pension Consulting | $15,399 |
EQUITABLE ADVISORS LLC4 years Service code 27 1290 AVENUE OF THE AMERICAS · NEW YORK, NY 10104 | Advisory (Plan) | $10,670 |
EQUITABLE ADVISORS LLC1 year Filed as: EQUITABLE NETWORK LLC Service code 27 2550 INTERSTATE DR STE 250 · 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.)
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,330 | $61,272-19.5% | $149,673-67.0% | $71,457-31.0% |
| Participation rate | 45.1% | 62.5%-17.4pp | 78.8%-33.6pp | 67.9%-22.8pp |
| Annual return | 14.34% | 35.85%-21.5pp | 134.42%-120.1pp | 28.85%-14.5pp |
| Employer contribution / active EE | $1,327 | $2,378-44.2% | $4,818-72.5% | $2,588-48.7% |
| Participant deferral / active EE | $2,456 | $2,917-15.8% | $5,680-56.8% | $4,289-42.7% |
| Admin fee / account holder | $476 | $1,261-62.2% | $13,210-96.4% | $1,587-70.0% |