Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
WIPFLI LLP10+ years Service code 15 · EIN 39-0758449 | Recordkeeping | $10,972 |
NATIONWIDE10+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $6,563 |
Service code 26 1776 PLEASANT PLAIN RD · FAIRFIELD, IA 52556 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return is in the bottom quintile of the peer cohort.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $54,311 | $50,815+6.9% | $155,509-65.1% | $77,643-30.1% |
| Participation rate | 45.5% | 63.1%-17.7pp | 78.2%-32.7pp | 70.6%-25.1pp |
| Annual return | 10.73% | 34.80%-24.1pp | 64.67%-53.9pp | 31.24%-20.5pp |
| Employer contribution / active EE | $1,451 | $1,993-27.2% | $4,672-69.0% | $2,726-46.8% |
| Participant deferral / active EE | $2,784 | $2,822-1.3% | $5,626-50.5% | $4,647-40.1% |
| Admin fee / account holder | $76 | $437-82.6% | $15,912-99.5% | $430-82.3% |