Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COUMBUS, OH 43215 | Recordkeeping | $83,823 |
HORNOR TOWNSEND & KENT INC3+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $24,945 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 | Consulting (pension); Claims processi... | $18,160 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $2,294 |
HORNOR TOWNSEND & KENT INC3+ 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.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $66,982 | $44,059+52.0% | $71,671-6.5% | $69,631-3.8% |
| Participation rate | 55.0% | 60.8%-5.8pp | 68.7%-13.8pp | 70.7%-15.7pp |
| Annual return | 14.70% | 21.97%-7.3pp | 20.65%-5.9pp | 27571.02%-27556.3pp |
| Employer contribution / active EE | $0 | $1,305-100.0% | $2,460-100.0% | $2,032-100.0% |
| Participant deferral / active EE | $2,495 | $2,370+5.3% | $3,438-27.4% | $3,224-22.6% |
| Admin fee / account holder | $0 | $108-100.0% | $5,558-100.0% | $110-100.0% |