Filed June 13, 2016 (most recent of 5 filings on file)
| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1 year Service code 13 ONE NATIONWIDE PLAZA · COLUMBUS, OH 73215 | Contract Administrator | $375,921 |
TIAA5 years Filed as: TIAA - TEACHERS INSURANCE ANNUITY Service code 13 · EIN 13-1624203 730 THIRD AVE · NEW YORK, NY 10017 | Contract Administrator | $138,145 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $83,326 | $73,283+13.7% | $155,556-46.4% | $106,553-21.8% |
| Participation rate | 24.5% | 73.3%-48.7pp | 78.2%-53.7pp | 69.8%-45.3pp |
| Annual return | 14.39% | 15.76%-1.4pp | 64.84%-50.4pp | 17.37%-3.0pp |
| Employer contribution / active EE | $3,672 | $2,241+63.9% | $4,675-21.5% | $3,359+9.3% |
| Participant deferral / active EE | $0 | $4,567-100.0% | $5,631-100.0% | $5,562-100.0% |
| Admin fee / account holder | $46 | $56-18.1% | $15,885-99.7% | $80-42.5% |