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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5+ years Service code 21 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $10,730 |
NATIONAL ADMINISTRATION, INC.5+ years Service code 15 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $4,060 |
HARBOUR INVESTMENTS INC3 years Service code 28 575 D'ONOFRIO DR · MADISON, WI 53719 | Investment Management | $3,428 |
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.
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 | $15,048 | $52,961-71.6% | $172,755-91.3% | $65,185-76.9% |
| Participation rate | 47.1% | 66.2%-19.1pp | 82.6%-35.5pp | 70.2%-23.1pp |
| Annual return | 20.46% | 30.12%-9.7pp | 802.94%-782.5pp | 29.38%-8.9pp |
| Employer contribution / active EE | $137 | $2,190-93.8% | $5,144-97.3% | $2,177-93.7% |
| Participant deferral / active EE | $790 | $2,471-68.0% | $5,198-84.8% | $3,514-77.5% |
| Admin fee / account holder | $41 | $472-91.3% | $13,955-99.7% | $847-95.2% |