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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $20,386 |
INTAC ACTUARIAL SERVICES3+ years Filed as: INTAC ACTUARIAL SERVICES, INC. Service code 12 · EIN 11-3401702 545 ROUTE 17 SOUTH · RIDGEWOOD, NJ 07450 | Participant loan processing; Claims p... | $1,404 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL SPECIALIST Service code 27 | Advisory (Plan) | $0 |
CETERA ADVISOR NETWORKS LLC3+ years Filed as: CETERA FINANCIAL SPECIALISTS Service code 27 200 N MARTINGALE RD. · SCHAUMBURG, IL 60173 | Advisory (Plan) | $0 |
INTAC ACTUARIAL SERVICES3+ years Service code 12 | Claims processing; Recordkeeping and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
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 | $26,771 | $52,639-49.1% | $185,117-85.5% | $62,293-57.0% |
| Participation rate | 33.8% | 63.9%-30.1pp | 77.3%-43.5pp | 69.5%-35.7pp |
| Annual return | 17.38% | 19.57%-2.2pp | 40.50%-23.1pp | 28.90%-11.5pp |
| Employer contribution / active EE | $337 | $1,483-77.3% | $4,182-91.9% | $2,042-83.5% |
| Participant deferral / active EE | $1,391 | $3,097-55.1% | $5,045-72.4% | $3,169-56.1% |
| Admin fee / account holder | $50 | $374-86.6% | $8,159-99.4% | $479-89.5% |