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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE9+ years Filed as: NATIONWIDE LIFE INSURANCE COMPANY Service code 26 · EIN 31-4056830 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Advisory (Participants) | $588,761 |
Filed as: AMERIPRISE Service code 26 50082 AMERIPRISE FINANCIAL SERVICES · MINNEAPOLIS, MN 55474 | Advisory (Participants) | $225,988 |
PPA/TPA1 year Filed as: PPA/TPA VICKI ROSE Service code 26 888 WEST BIG BEAVER RD, STE 1000 · TROY, MI 48084 | Advisory (Participants) | $139,032 |
Service code 26 355 S OLD WOODWARD SUITE 200 · BIRMINGHAM, MI 48009 | Advisory (Participants) | $52,955 |
Service code 26 · EIN 26-2409128 5440 W 110TH ST · SHAWNEE MISSION, KS 66211 | Advisory (Participants) | $27,302 |
TD AMERITRADE, INC.1 year Filed as: AMERITRADE Service code 26 4211 S. 102ND ST · OMAHA, NE 68127 | 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.
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 | $13,636 | $103,590-86.8% | $86,656-84.3% | $103,590-86.8% |
| Participation rate | 65.4% | 73.3%-7.9pp | 71.7%-6.3pp | 73.3%-7.9pp |
| Annual return | 16.84% | 33.13%-16.3pp | 593.09%-576.3pp | 33.13%-16.3pp |
| Employer contribution / active EE | $489 | $3,213-84.8% | $3,025-83.8% | $3,213-84.8% |
| Participant deferral / active EE | $1,025 | $5,214-80.3% | $4,439-76.9% | $5,214-80.3% |
| Admin fee / account holder | $189 | $114+65.6% | $5,619-96.6% | $114+65.6% |