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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2+ years Service code 12 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment management fees paid direc... | $14,004 |
BAIRD FUNDS1+ years Filed as: ROBERT W. BAIRD & CO INC Service code 16 | Consulting | $8,710 |
PENSION ASSURANCE LLP2+ years Filed as: THE PENSION SPECIALISTS Service code 13 · EIN 36-3592542 10501 NORTH SECOND STREET · MACHESNEY PARK, IL 611151455 | Contract Administrator | $3,197 |
BAIRD FUNDS2+ years Filed as: ROBERT BAIRD & CO INC Service code 27 ATTN INSURANCE COMMISSIONS · MILWAUKEE, WI 532020000 | Advisory (Plan) | $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.
Annual investment return 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 | $19,836 | $77,638-74.5% | $156,551-87.3% | $62,881-68.5% |
| Participation rate | 47.8% | 71.2%-23.4pp | 84.0%-36.3pp | 69.3%-21.5pp |
| Annual return | 2.17% | 50.33%-48.2pp | 32.23%-30.1pp | 20.14%-18.0pp |
| Employer contribution / active EE | $131 | $3,444-96.2% | $5,501-97.6% | $2,281-94.3% |
| Participant deferral / active EE | $788 | $3,046-74.1% | $4,871-83.8% | $3,203-75.4% |
| Admin fee / account holder | $24 | $5,561-99.6% | $13,028-99.8% | $4,296-99.4% |