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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Contract Administrator | $6,320 |
BAKER TILLY US, LLP1 year Filed as: BAKER TILLY WEALTH MANAGEMENT, LLC Service code 27 · EIN 39-0859910 10 TERRACE CT · MADISON, WI 53718 | Advisory (Plan) | $6,173 |
ASCENSUS LLC1 year Filed as: FUTUREPLAN BY ASCENSUS Service code 49 · EIN 82-3719843 PO BOX 734602 · CHICAGO, IL 60673 | Other Services | $800 |
MORNINGSTAR1 year Filed as: MORNINGSTAR ASSOCIATES Service code 26 | Advisory (Participants) | $203 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $12,935 | $84,482-84.7% | $125,363-89.7% | $66,930-80.7% |
| Participation rate | 66.4% | 76.4%-10.0pp | 82.4%-16.0pp | 69.8%-3.4pp |
| Annual return | -21.66% | -8.49%-13.2pp | 572.15%-593.8pp | 1.57%-23.2pp |
| Employer contribution / active EE | $459 | $3,553-87.1% | $4,815-90.5% | $2,545-82.0% |
| Participant deferral / active EE | $5,578 | $6,782-17.7% | $7,447-25.1% | $4,238+31.6% |
| Admin fee / account holder | $117 | $685-82.9% | $10,005-98.8% | $593-80.2% |