Filed December 23, 2016
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $36,144 |
UNITED RETIREMENT INC1+ years Filed as: UNITED RETIREMENT, INC. Service code 13 · EIN 25-1759623 4000 CRUMS MILL RD · HARRISBURG, PA 171122896 | Contract Administrator | $6,665 |
Employer contribution per participant is in the bottom quintile of the peer cohort.
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match 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 | $16,314 | $68,408-76.2% | $57,196-71.5% | $57,658-71.7% |
| Participation rate | 80.9% | 79.1%+1.8pp | 75.3%+5.6pp | 70.2%+10.7pp |
| Annual return | -0.64% | 8.51%-9.1pp | 14.59%-15.2pp | 5.13%-5.8pp |
| Employer contribution / active EE | $599 | $2,869-79.1% | $2,683-77.7% | $1,974-69.7% |
| Participant deferral / active EE | $1,323 | $2,903-54.4% | $3,096-57.3% | $3,061-56.8% |
| Admin fee / account holder | $37 | $70-47.0% | $3,141-98.8% | $95-60.9% |