Filed November 14, 2017
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,835 |
NEWPORT GROUP, INC.2+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 15 5700 WESTOWN PKWY · WEST DES MOINES, IA 50266 | Recordkeeping | $3,433 |
RBC WEALTH MANAGEMENT2+ 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 | $19,147 | $36,916-48.1% | $156,551-87.8% | $57,658-66.8% |
| Participation rate | 52.9% | 63.4%-10.5pp | 84.0%-31.1pp | 70.2%-17.3pp |
| Annual return | 7.70% | 12.38%-4.7pp | 32.23%-24.5pp | 5.13%+2.6pp |
| Employer contribution / active EE | $0 | $1,571-100.0% | $5,501-100.0% | $1,974-100.0% |
| Participant deferral / active EE | $1,827 | $1,926-5.1% | $4,871-62.5% | $3,061-40.3% |
| Admin fee / account holder | $12 | $82-85.4% | $13,028-99.9% | $95-87.3% |