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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE1+ years Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $37,184 |
BILLINGS AND COMPANY, INC.1+ years Service code 13 2020 INDIAN HILLS DRIVE · SIOUX CITY, IA 51104 | Contract Administrator | $12,648 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Annual investment return 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 | $43,833 | $37,117+18.1% | $147,617-70.3% | $55,191-20.6% |
| Participation rate | 50.7% | 63.6%-12.9pp | 84.6%-34.0pp | 69.2%-18.5pp |
| Annual return | -2.02% | 3.44%-5.5pp | 61.98%-64.0pp | 10.78%-12.8pp |
| Employer contribution / active EE | $320 | $1,620-80.2% | $5,564-94.2% | $1,899-83.1% |
| Participant deferral / active EE | $1,133 | $1,985-42.9% | $4,895-76.9% | $3,046-62.8% |
| Admin fee / account holder | $238 | $86+178.7% | $11,612-97.9% | $91+162.7% |