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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $14,723 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL SPECIALIST Service code 27 | Advisory (Plan) | $6,376 |
INTAC ACTUARIAL SERVICES1+ years Service code 12 | Recordkeeping and information managem... | $4,167 |
INTAC ACTUARIAL SERVICES1+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 12 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Participant loan processing; Consulti... | $1,084 |
CETERA ADVISOR NETWORKS LLC1+ years Filed as: CETERA FINANCIAL SPECIALISTS Service code 27 200 N MARTINGALE RD. · SCHAUMBURG, IL 60173 | Advisory (Plan) | $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 | $24,399 | $45,283-46.1% | $155,789-84.3% | $52,331-53.4% |
| Participation rate | 25.9% | 62.2%-36.3pp | 76.1%-50.2pp | 68.1%-42.2pp |
| Annual return | -1.50% | 1.80%-3.3pp | 71.54%-73.0pp | 4.54%-6.0pp |
| Employer contribution / active EE | $258 | $1,329-80.6% | $3,839-93.3% | $1,882-86.3% |
| Participant deferral / active EE | $1,117 | $2,854-60.9% | $4,798-76.7% | $3,022-63.0% |
| Admin fee / account holder | $0 | $981-100.0% | $7,477-100.0% | $592-100.0% |