Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $89,376 |
HORNOR TOWNSEND & KENT INC6+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $30,440 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 52 | Indirect Investment Fees | $10,523 |
INTAC ACTUARIAL SERVICES6+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 | Consulting (pension); Consulting fees... | $8,165 |
HORNOR TOWNSEND & KENT INC6+ 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 | $68,650 | $51,288+33.9% | $81,982-16.3% | $73,412-6.5% |
| Participation rate | 47.5% | 64.0%-16.5pp | 69.3%-21.8pp | 72.2%-24.7pp |
| Annual return | 20.05% | 29.48%-9.4pp | 41.31%-21.3pp | 59.30%-39.2pp |
| Employer contribution / active EE | $0 | $1,487-100.0% | $2,498-100.0% | $2,234-100.0% |
| Participant deferral / active EE | $1,753 | $2,715-35.5% | $3,722-52.9% | $3,806-53.9% |
| Admin fee / account holder | $0 | $125-100.0% | $5,665-100.0% | $158-100.0% |