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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE6+ years Service code 21 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Bank Trustee | $11,620 |
HARBOUR INVESTMENTS INC4 years Service code 28 575 D'ONOFRIO DR · MADISON, WI 53719 | Investment Management | $3,671 |
NATIONAL ADMINISTRATION, INC.6+ years Service code 15 · EIN 39-1940444 878 W AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $3,627 |
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 signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $16,480 | $58,888-72.0% | $178,499-90.8% | $73,493-77.6% |
| Participation rate | 41.3% | 66.2%-24.9pp | 81.9%-40.6pp | 70.7%-29.4pp |
| Annual return | 14.79% | 24.86%-10.1pp | 151.10%-136.3pp | 28.51%-13.7pp |
| Employer contribution / active EE | $127 | $2,236-94.3% | $5,011-97.5% | $2,270-94.4% |
| Participant deferral / active EE | $746 | $2,568-71.0% | $5,202-85.7% | $3,740-80.1% |
| Admin fee / account holder | $34 | $400-91.4% | $13,986-99.8% | $513-93.3% |