Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,884 |
NEWPORT GROUP, INC.1+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PKWY · WEST DES MOINES, IA 50266 | Recordkeeping | $3,003 |
RBC WEALTH MANAGEMENT1+ years Filed as: RBC CAPITAL MARKETS LLC Service code 26 60 S SIXTH ST · MINNEAPOLIS, MN 55402 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $15,407 | $37,117-58.5% | $147,617-89.6% | $55,191-72.1% |
| Participation rate | 57.2% | 63.6%-6.4pp | 84.6%-27.4pp | 69.2%-12.0pp |
| Annual return | -0.90% | 3.44%-4.3pp | 61.98%-62.9pp | 10.78%-11.7pp |
| Employer contribution / active EE | $1,452 | $1,620-10.4% | $5,564-73.9% | $1,899-23.5% |
| Participant deferral / active EE | $1,946 | $1,985-2.0% | $4,895-60.3% | $3,046-36.1% |
| Admin fee / account holder | $9 | $86-89.6% | $11,612-99.9% | $91-90.2% |