Filed November 21, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE INSURANCE Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $111,983 |
HORNOR TOWNSEND & KENT INC9+ years Filed as: HORNOR, TOWNSEND & KENT, INC Service code 28 | Investment Management | $44,791 |
INTAC ACTUARIAL SERVICES9+ years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 12 · EIN 11-3401702 | Claims processing; Consulting (pensio... | $34,483 |
HORNOR TOWNSEND & KENT INC9+ years Filed as: HORNOR TOWNSEND & KENT, INC. Service code 99 600 DRESHER ROAD · HORSHAM, PA 19044 | Other Fees | $0 |
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 | $58,785 | $49,763+18.1% | $70,565-16.7% | $74,473-21.1% |
| Participation rate | 70.3% | 64.6%+5.6pp | 68.4%+1.9pp | 70.7%-0.5pp |
| Annual return | 14.99% | 21.21%-6.2pp | 32.79%-17.8pp | 34.36%-19.4pp |
| Employer contribution / active EE | $1,649 | $1,776-7.1% | $2,976-44.6% | $2,638-37.5% |
| Participant deferral / active EE | $3,960 | $3,379+17.2% | $4,568-13.3% | $4,530-12.6% |
| Admin fee / account holder | $249 | $316-21.1% | $6,430-96.1% | $347-28.1% |