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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE7+ years Service code 15 · EIN 31-1592130 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $13,494 |
CUTTER & COMPANY, INC7+ years Filed as: CUTTER & COMPANY, INC. Service code 33 15415 CLAYTON RD · BALLWIN, MO 63011 | Securities brokerage | $6,173 |
NATIONAL ADMINISTRATION, INC.7+ years Service code 15 · EIN 39-1967492 878 W. AIRPORT RD · MENASHA, WI 54952 | Recordkeeping | $4,225 |
Filed as: HANLON INVESTMENT MANAGEMENT, INC. Service code 28 · EIN 22-3723068 3393 BARGAINTOWN ROAD · EGG HARBOR TWP, NJ 08234 | Investment Management | $2,295 |
Service code 13 · EIN 35-1140070 | Contract Administrator | $25 |
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.
More than 10% of assets are held in cash - possible menu-design or default-fund problem.
The auditor signed off without reservation. This is the cleanest opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,636 | $46,292-53.3% | $143,757-84.9% | $64,808-66.6% |
| Participation rate | 19.6% | 64.2%-44.7pp | 80.3%-60.8pp | 71.5%-51.9pp |
| Annual return | -10.28% | -10.05%-0.2pp | -0.04%-10.2pp | 32.82%-43.1pp |
| Employer contribution / active EE | $321 | $1,910-83.2% | $4,951-93.5% | $2,506-87.2% |
| Participant deferral / active EE | $607 | $2,646-77.0% | $5,637-89.2% | $4,310-85.9% |
| Admin fee / account holder | $43 | $154-72.0% | $14,673-99.7% | $188-77.1% |