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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Service code 15 · EIN 31-4156830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $28,374 |
Service code 27 · EIN 27-1919618 198 RT 9 N STE 205 · ENGLISHTOWN, NJ 07726 | Advisory (Plan) | $22,266 |
INTAC ACTUARIAL SERVICES5 years Filed as: INTAC ACTUARIAL SERVICES, INC Service code 17 · EIN 11-3401702 PO BOX 55970 · BOSTON, MA 02205 | Pension Consulting | $931 |
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,351 | $73,532-45.1% | $178,540-77.4% | $74,459-45.8% |
| Participation rate | 100.0% | 66.6%+33.4pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.98% | 17.51%-2.5pp | 27.15%-12.2pp | 1369.70%-1354.7pp |
| Employer contribution / active EE | $0 | $2,221-100.0% | $3,953-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $4,661 | $4,519+3.2% | $6,281-25.8% | $4,350+7.2% |
| Admin fee / account holder | $119 | $1,813-93.4% | $10,424-98.9% | $1,945-93.9% |