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| Provider | Service type | Compensation |
|---|---|---|
Filed as: DUNCAN WILLIAMS ASSET MGMT LLC Service code 15 · EIN 47-3030907 6263 POPLAR AVE STE 300 · MEMPHIS, TN 38119 | Recordkeeping | $5,870 |
NATIONWIDE2 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $3,060 |
Service code 13 · EIN 39-1816008 47 PARK PLACE STE 850 · APPLETON, WI 54914 | Contract Administrator | $2,677 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,508 | $65,092-85.4% | $143,799-93.4% | $66,938-85.8% |
| Participation rate | 68.0% | 65.2%+2.8pp | 80.3%-12.3pp | 69.8%-1.8pp |
| Annual return | -18.92% | -11.14%-7.8pp | -0.04%-18.9pp | 1.58%-20.5pp |
| Employer contribution / active EE | $1,159 | $2,362-50.9% | $4,952-76.6% | $2,545-54.5% |
| Participant deferral / active EE | $1,497 | $2,920-48.7% | $5,638-73.5% | $4,238-64.7% |
| Admin fee / account holder | $120 | $502-76.1% | $14,677-99.2% | $594-79.7% |