Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $52,509 |
WIPFLI LLP3+ years Service code 15 · EIN 39-0758449 ATTN PAM BRANSHAW · EAU CLAIRE, WI 547017756 | Recordkeeping | $6,700 |
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 | $32,090 | $46,173-30.5% | $170,435-81.2% | $69,631-53.9% |
| Participation rate | 56.8% | 63.9%-7.1pp | 83.6%-26.8pp | 70.7%-13.9pp |
| Annual return | 17.60% | 21.62%-4.0pp | 205.94%-188.3pp | 27571.02%-27553.4pp |
| Employer contribution / active EE | $1,382 | $1,610-14.1% | $5,432-74.6% | $2,032-32.0% |
| Participant deferral / active EE | $2,620 | $2,080+25.9% | $4,939-47.0% | $3,224-18.7% |
| Admin fee / account holder | $43 | $116-62.6% | $13,881-99.7% | $110-60.7% |