Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $100,574 |
WIPFLI LLP6+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $9,916 |
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 | $41,825 | $52,293-20.0% | $178,503-76.6% | $73,412-43.0% |
| Participation rate | 51.2% | 65.3%-14.1pp | 81.9%-30.7pp | 72.2%-20.9pp |
| Annual return | 15.28% | 34.75%-19.5pp | 151.12%-135.8pp | 59.30%-44.0pp |
| Employer contribution / active EE | $1,454 | $1,736-16.2% | $5,011-71.0% | $2,234-34.9% |
| Participant deferral / active EE | $2,703 | $2,333+15.8% | $5,202-48.0% | $3,806-29.0% |
| Admin fee / account holder | $26 | $127-80.0% | $13,987-99.8% | $158-83.8% |