Filed August 1, 2017 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE5 years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 15 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping | $26,740 |
COMMERCE BANK7+ years Filed as: COMMERCE TRUST COMPANY Service code 27 PO BOX 26621 · KANSAS CITY, MO 64196 | Advisory (Plan) | $20,681 |
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.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $37,039 | $102,661-63.9% | $151,639-75.6% | $66,938-44.7% |
| Participation rate | 83.3% | 85.5%-2.2pp | 87.5%-4.2pp | 69.8%+13.5pp |
| Annual return | -16.18% | -10.81%-5.4pp | 3.34%-19.5pp | 1.58%-17.8pp |
| Employer contribution / active EE | $1,188 | $4,184-71.6% | $6,165-80.7% | $2,545-53.3% |
| Participant deferral / active EE | $4,262 | $6,645-35.9% | $8,363-49.0% | $4,238+0.6% |
| Admin fee / account holder | $211 | $630-66.6% | $11,613-98.2% | $594-64.5% |