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| Provider | Service type | Compensation |
|---|---|---|
Service code 27 · EIN 47-1411118 | Advisory (Plan) | $10,629 |
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $8,761 |
INTAC ACTUARIAL SERVICES6+ 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... | $1,327 |
INTAC ACTUARIAL SERVICES6+ years Service code 12 | Claims processing; Recordkeeping and ... | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $25,315 | $72,027-64.9% | $185,861-86.4% | $79,856-68.3% |
| Participation rate | 45.7% | 65.8%-20.1pp | 78.0%-32.4pp | 69.6%-24.0pp |
| Annual return | -42.71% | 23.13%-65.8pp | 35.96%-78.7pp | 31.71%-74.4pp |
| Employer contribution / active EE | $1,177 | $1,965-40.1% | $4,088-71.2% | $2,471-52.4% |
| Participant deferral / active EE | $6,670 | $3,780+76.5% | $5,634+18.4% | $3,741+78.3% |
| Admin fee / account holder | $201 | $4,513-95.5% | $9,503-97.9% | $5,306-96.2% |