Filed October 31, 2022
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 60 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Sub-TA Fees | $33,103 |
Filed as: CAMBRIDGE INVESTMENT RESEARCH ADVIS Service code 27 · EIN 20-1665305 1776 PLEASANT PLAIN ROAD · FAIRFIELD, IA 52556 | Advisory (Plan) | $28,647 |
Service code 28 · EIN 38-3316966 31500 W 13 MILE ROAD · FARMINGTON HILLS, MI 48334 | Investment Management | $3,368 |
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
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 | $38,985 | $65,376-40.4% | $87,104-55.2% | $65,185-40.2% |
| Participation rate | 70.1% | 75.3%-5.3pp | 76.9%-6.8pp | 70.2%-0.2pp |
| Annual return | 30.79% | 31.27%-0.5pp | 28.19%+2.6pp | 29.38%+1.4pp |
| Employer contribution / active EE | $1,656 | $1,822-9.1% | $2,521-34.3% | $2,177-23.9% |
| Participant deferral / active EE | $2,986 | $3,388-11.9% | $4,048-26.2% | $3,514-15.0% |
| Admin fee / account holder | $324 | $520-37.6% | $7,491-95.7% | $847-61.7% |