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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 | Recordkeeping | $15,068 |
INTAC ACTUARIAL SERVICES2 years Filed as: INTAC Service code 17 | Pension Consulting | $4,335 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $5,212 | $58,347-91.1% | $85,709-93.9% | $86,821-94.0% |
| Participation rate | 97.7% | 64.9%+32.8pp | 69.9%+27.8pp | 72.3%+25.4pp |
| Annual return | 11.54% | 18.43%-6.9pp | 21.49%-10.0pp | 97.94%-86.4pp |
| Employer contribution / active EE | $1,465 | $1,751-16.3% | $2,619-44.1% | $2,406-39.1% |
| Participant deferral / active EE | $0 | $3,065-100.0% | $3,924-100.0% | $4,132-100.0% |
| Admin fee / account holder | $0 | $147-100.0% | $6,876-100.0% | $170-100.0% |