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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $1,159 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 17 | Pension Consulting | $279 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
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 | $957 | $44,425-97.8% | $67,834-98.6% | $55,167-98.3% |
| Participation rate | 92.6% | 59.7%+32.9pp | 68.8%+23.8pp | 69.0%+23.6pp |
| Annual return | 0.00% | 17.80%-17.8pp | 138.47%-138.5pp | 169.23%-169.2pp |
| Employer contribution / active EE | $978 | $1,351-27.6% | $2,403-59.3% | $1,963-50.2% |
| Participant deferral / active EE | $0 | $2,166-100.0% | $3,160-100.0% | $3,054-100.0% |
| Admin fee / account holder | $0 | $530-100.0% | $4,622-100.0% | $504-100.0% |