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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 | $73,459-45.1% | $178,528-77.4% | $74,429-45.8% |
| Participation rate | 100.0% | 66.5%+33.5pp | 77.1%+22.9pp | 67.2%+32.8pp |
| Annual return | 14.98% | 17.50%-2.5pp | 27.11%-12.1pp | 1368.38%-1353.4pp |
| Employer contribution / active EE | $0 | $2,219-100.0% | $3,950-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $4,661 | $4,515+3.2% | $6,278-25.8% | $4,348+7.2% |
| Admin fee / account holder | $119 | $1,812-93.4% | $10,419-98.9% | $1,944-93.9% |