Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $139,240 |
WIPFLI LLP7+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $13,907 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,184 | $56,540-16.5% | $185,849-74.6% | $86,821-45.7% |
| Participation rate | 51.0% | 65.5%-14.5pp | 81.7%-30.7pp | 72.3%-21.3pp |
| Annual return | 13.13% | 118.20%-105.1pp | 122.10%-109.0pp | 97.94%-84.8pp |
| Employer contribution / active EE | $1,469 | $1,844-20.3% | $5,169-71.6% | $2,406-38.9% |
| Participant deferral / active EE | $2,711 | $2,555+6.1% | $5,569-51.3% | $4,132-34.4% |
| Admin fee / account holder | $31 | $150-79.1% | $16,244-99.8% | $170-81.6% |