Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $68,929 |
Filed as: HORNOR, TOWNSEND, & KENT LLC Service code 99 | Other Fees | $55,244 |
PROACCOUNT1 year Service code 26 · EIN 22-2446239 10 W NATIONWIDE BLVD · COLUMBUS, OH 43215 | Advisory (Participants) | $38,077 |
INTAC ACTUARIAL SERVICES10+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 22-2446239 | Consulting fees; Claims processing; C... | $18,172 |
INTAC ACTUARIAL SERVICES1 year Filed as: INTAC ACTUARIAL SERVICES INC. Service code 12 | Consulting (pension); Consulting fees... | $17,032 |
HORNOR TOWNSEND & KENT INC10+ years Filed as: HORNOR TOWNSEND & KENT, INC. Service code 99 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Fees | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $70,222 | $55,458+26.6% | $76,030-7.6% | $77,762-9.7% |
| Participation rate | 66.3% | 63.6%+2.7pp | 69.1%-2.8pp | 70.6%-4.3pp |
| Annual return | 11.14% | 17.10%-6.0pp | 361.54%-350.4pp | 31.27%-20.1pp |
| Employer contribution / active EE | $1,566 | $1,792-12.6% | $2,688-41.7% | $2,728-42.6% |
| Participant deferral / active EE | $3,997 | $3,454+15.7% | $4,257-6.1% | $4,651-14.1% |
| Admin fee / account holder | $104 | $411-74.8% | $6,421-98.4% | $433-76.0% |