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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $21,178 |
NEPSIS RETIREMENT SERVICES, INC.2+ years Filed as: NEPSIS RETIREMENT SERVICES Service code 13 · EIN 46-0849423 8692 EAGLE CREEK CIRCLE · MINNEAPOLIS, MN 55378 | Contract Administrator | $5,644 |
SII INVESTMENTS INC2+ years Filed as: SII INVESTMENTS Service code 26 P O BOX 5097 · APPLETON, WI 54912 | Advisory (Participants) | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Participant contribution per participant is in the bottom quintile of the peer cohort.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Plan reported corrective distributions (failed ADP/ACP testing).
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 | $18,063 | $168,231-89.3% | $67,834-73.4% | $63,975-71.8% |
| Participation rate | 24.3% | 66.8%-42.5pp | 68.8%-44.5pp | 71.1%-46.8pp |
| Annual return | 12.00% | 11.76%+0.2pp | 138.47%-126.5pp | 48.65%-36.7pp |
| Employer contribution / active EE | $103 | $1,907-94.6% | $2,403-95.7% | $2,182-95.3% |
| Participant deferral / active EE | $517 | $2,827-81.7% | $3,160-83.6% | $3,356-84.6% |
| Admin fee / account holder | $22 | $81-73.0% | $4,622-99.5% | $70-69.2% |