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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE4+ years Service code 21 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $9,461 |
NATIONAL ADMINISTRATION, INC.4+ years Service code 15 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $4,794 |
HARBOUR INVESTMENTS INC2 years Service code 28 575 D'ONOFRIO DR · MADISON, WI 53719 | Investment Management | $3,023 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
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 | $12,437 | $47,977-74.1% | $154,111-91.9% | $56,287-77.9% |
| Participation rate | 45.9% | 66.2%-20.3pp | 83.0%-37.2pp | 69.9%-24.0pp |
| Annual return | -6.71% | 3.54%-10.2pp | 735.18%-741.9pp | -9.96%+3.3pp |
| Employer contribution / active EE | $134 | $2,169-93.8% | $5,298-97.5% | $2,111-93.7% |
| Participant deferral / active EE | $763 | $2,392-68.1% | $5,081-85.0% | $3,350-77.2% |
| Admin fee / account holder | $48 | $438-89.0% | $13,411-99.6% | $521-90.7% |