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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $29,277 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC Service code 17 | Pension Consulting | $5,659 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC Service code 17 · EIN 22-2446239 | Pension Consulting | $3,365 |
Participant contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $8,414 | $55,458-84.8% | $76,030-88.9% | $77,762-89.2% |
| Participation rate | 80.2% | 63.6%+16.6pp | 69.1%+11.2pp | 70.6%+9.6pp |
| Annual return | 10.96% | 17.10%-6.1pp | 361.54%-350.6pp | 31.27%-20.3pp |
| Employer contribution / active EE | $1,585 | $1,792-11.6% | $2,688-41.0% | $2,728-41.9% |
| Participant deferral / active EE | $694 | $3,454-79.9% | $4,257-83.7% | $4,651-85.1% |
| Admin fee / account holder | $9 | $411-97.7% | $6,421-99.9% | $433-97.8% |