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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $22,780 |
POLYCOMP ADMINISTRATIVE SERVICES9+ years Filed as: POLYCOMP ADMINISTRATIVE SERVICES, I Service code 13 · EIN 95-2889854 3000 LAVA RIDGE COURT · ROSEVILLE, CA 956612802 | Contract Administrator | $2,343 |
PREMIER PLAN CONSULTANTS1 year Filed as: PREMIER PLAN CONSULTANTS INC Service code 13 · EIN 82-0986372 6215 FERRIS SQ STE 125 · SAN DIEGO, CA 92121 | Contract Administrator | $300 |
Filed as: EMPOWER ANNUITY INSURANCE COMPANTY Service code 64 · EIN 84-0467907 8515 EAST ORCHARD ROAD · GREENWOOD VILLAGE, CO 80111 | Recordkeeping Fees | $195 |
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $9,990 | $47,163-78.8% | $149,696-93.3% | $74,460-86.6% |
| Participation rate | 97.8% | 63.4%+34.4pp | 78.8%+19.0pp | 70.7%+27.0pp |
| Annual return | 19.10% | 22.75%-3.7pp | 134.46%-115.4pp | 34.38%-15.3pp |
| Employer contribution / active EE | $1,392 | $1,907-27.0% | $4,821-71.1% | $2,638-47.2% |
| Participant deferral / active EE | $1,217 | $2,730-55.4% | $5,682-78.6% | $4,530-73.1% |
| Admin fee / account holder | $45 | $343-86.9% | $13,212-99.7% | $348-87.1% |