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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE2 years Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $3,805 |
GOLDLEAF PARTNERS2 years Service code 13 8009 34TH AVE S., SUITE 320 · MINNEAPOLIS, MN 55425 | Contract Administrator | $2,442 |
Filed as: FIRST CITIZENS INVESTOR SERVICE Service code 26 4300 SIX FORKS RD · RALEIGH, NC 27609 | Advisory (Participants) | $880 |
MORNINGSTAR2 years Filed as: MORNINGSTAR ASSOCIATES LLC Service code 26 5904 PAYSPHERE CIRCLE · CHICAGO, IL 60674 | Advisory (Participants) | $16 |
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.
Annual investment return 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 declined to express an opinion - usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $4,138 | $75,962-94.6% | $154,108-97.3% | $64,173-93.6% |
| Participation rate | 38.7% | 70.4%-31.7pp | 83.0%-44.3pp | 69.6%-30.9pp |
| Annual return | -13.65% | 30.32%-44.0pp | 735.21%-748.9pp | 7.63%-21.3pp |
| Employer contribution / active EE | $579 | $3,350-82.7% | $5,298-89.1% | $2,381-75.7% |
| Participant deferral / active EE | $571 | $3,175-82.0% | $5,081-88.8% | $3,470-83.5% |
| Admin fee / account holder | $78 | $5,589-98.6% | $13,411-99.4% | $4,887-98.4% |