Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COUMBUS, OH 43215 | Recordkeeping | $86,611 |
HORNOR TOWNSEND & KENT INC5+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $27,851 |
INTAC ACTUARIAL SERVICES5+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 | Consulting fees; Claims processing; C... | $9,765 |
INTAC ACTUARIAL SERVICES5+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $9,659 |
HORNOR TOWNSEND & KENT INC5+ 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 | $73,966 | $46,423+59.3% | $75,900-2.5% | $67,582+9.4% |
| Participation rate | 47.9% | 63.1%-15.2pp | 69.3%-21.4pp | 71.3%-23.4pp |
| Annual return | 18.11% | 32.29%-14.2pp | 30.73%-12.6pp | 378.57%-360.5pp |
| Employer contribution / active EE | $0 | $1,406-100.0% | $2,501-100.0% | $2,148-100.0% |
| Participant deferral / active EE | $2,203 | $2,564-14.1% | $3,604-38.9% | $3,539-37.7% |
| Admin fee / account holder | $0 | $132-100.0% | $5,421-100.0% | $142-100.0% |