Filed September 22, 2019
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $153,619 |
WIPFLI LLP9+ years Service code 15 · EIN 39-0758449 ATTN MARCI BOYARSKI · EAU CLAIRE, WI 547020690 | Recordkeeping | $25,737 |
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 | $49,391 | $47,180+4.7% | $149,723-67.0% | $74,473-33.7% |
| Participation rate | 51.0% | 63.4%-12.4pp | 78.8%-27.8pp | 70.7%-19.8pp |
| Annual return | 16.19% | 22.75%-6.6pp | 134.50%-118.3pp | 34.36%-18.2pp |
| Employer contribution / active EE | $1,551 | $1,907-18.7% | $4,821-67.8% | $2,638-41.2% |
| Participant deferral / active EE | $2,962 | $2,730+8.5% | $5,682-47.9% | $4,530-34.6% |
| Admin fee / account holder | $68 | $343-80.0% | $13,215-99.5% | $347-80.3% |