Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $73,123 |
WIPFLI LLP5+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $9,991 |
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 | $33,886 | $62,928-46.2% | $172,753-80.4% | $67,582-49.9% |
| Participation rate | 53.8% | 64.5%-10.7pp | 82.6%-28.8pp | 71.3%-17.5pp |
| Annual return | 24.56% | 30.36%-5.8pp | 803.00%-778.4pp | 378.57%-354.0pp |
| Employer contribution / active EE | $1,354 | $1,636-17.3% | $5,144-73.7% | $2,148-37.0% |
| Participant deferral / active EE | $2,569 | $2,145+19.8% | $5,198-50.6% | $3,539-27.4% |
| Admin fee / account holder | $42 | $167-75.0% | $13,956-99.7% | $142-70.7% |