Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $25,109 |
COMMERCE BANK5+ years Filed as: COMMERCE TRUST COMPANY Service code 27 PO BOX 26621 · KANSAS CITY, MO 64196 | Advisory (Plan) | $24,896 |
BKD, LLP1 year Filed as: BKD LLP Service code 27 1201 WALNUT STREET · KANSAS CITY, MO 64106 | Advisory (Plan) | $9,270 |
Employer 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.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $42,273 | $136,307-69.0% | $177,848-76.2% | $73,497-42.5% |
| Participation rate | 75.3% | 86.1%-10.8pp | 87.7%-12.4pp | 70.7%+4.6pp |
| Annual return | 19.56% | 18.68%+0.9pp | 48.33%-28.8pp | 28.51%-9.0pp |
| Employer contribution / active EE | $662 | $3,712-82.2% | $5,919-88.8% | $2,270-70.9% |
| Participant deferral / active EE | $4,391 | $5,829-24.7% | $7,714-43.1% | $3,740+17.4% |
| Admin fee / account holder | $265 | $596-55.6% | $12,431-97.9% | $513-48.4% |