Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $42,246 |
WIPFLI LLP2+ years Service code 15 · EIN 39-0758449 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $5,300 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
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 | $26,388 | $36,916-28.5% | $156,551-83.1% | $57,658-54.2% |
| Participation rate | 56.5% | 63.4%-7.0pp | 84.0%-27.5pp | 70.2%-13.8pp |
| Annual return | 7.59% | 12.38%-4.8pp | 32.23%-24.6pp | 5.13%+2.5pp |
| Employer contribution / active EE | $1,272 | $1,571-19.0% | $5,501-76.9% | $1,974-35.5% |
| Participant deferral / active EE | $2,323 | $1,926+20.7% | $4,871-52.3% | $3,061-24.1% |
| Admin fee / account holder | $35 | $82-57.0% | $13,028-99.7% | $95-62.5% |