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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Service code 28 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Investment Management | $11,065 |
CARLSON CAPITAL MANAGEMENT2 years Filed as: CARLSON CAPITAL MANAGEMENT, LLC Service code 27 11 BRIDGE SQUARE · NORTHFIELD, MN 55057 | Advisory (Plan) | $8,577 |
NEWPORT GROUP, INC.4+ years Filed as: KIDDER BENEFITS CONSULTANTS, INC. Service code 11 5700 WESTOWN PARKWAY · WEST DES MOINES, IA 50266 | Actuarial | $7,496 |
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.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Sponsor crossed the 100-balance-holder threshold in the most recent filing - large-plan audit requirement now applies.
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 | $20,815 | $73,102-71.5% | $123,553-83.2% | $56,289-63.0% |
| Participation rate | 55.3% | 74.3%-19.0pp | 82.3%-26.9pp | 69.9%-14.5pp |
| Annual return | -6.96% | 3.01%-10.0pp | 119.21%-126.2pp | -9.96%+3.0pp |
| Employer contribution / active EE | $1,101 | $2,977-63.0% | $4,628-76.2% | $2,111-47.9% |
| Participant deferral / active EE | $1,879 | $5,423-65.3% | $6,426-70.8% | $3,350-43.9% |
| Admin fee / account holder | $172 | $554-68.9% | $9,284-98.1% | $521-66.9% |