Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COUMBUS, OH 43215 | Recordkeeping | $103,262 |
HORNOR TOWNSEND & KENT INC1+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $26,014 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 11-3401702 | Claims processing; Investment managem... | $19,736 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $2,308 |
HORNER TOWNSEND & KENT INC1+ years Filed as: HORNER TOWNSEND & KENT, INC. Service code 28 | Investment Management | $1,445 |
HORNOR TOWNSEND & KENT INC1+ 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.
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 | $52,475 | $39,458+33.0% | $60,547-13.3% | $55,191-4.9% |
| Participation rate | 56.1% | 59.6%-3.5pp | 68.0%-11.9pp | 69.2%-13.1pp |
| Annual return | -0.62% | 3.35%-4.0pp | 335.64%-336.3pp | 10.78%-11.4pp |
| Employer contribution / active EE | $0 | $1,210-100.0% | $2,419-100.0% | $1,899-100.0% |
| Participant deferral / active EE | $2,682 | $2,140+25.3% | $3,328-19.4% | $3,046-12.0% |
| Admin fee / account holder | $0 | $95-100.0% | $4,536-100.0% | $91-100.0% |