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| Provider | Service type | Compensation |
|---|---|---|
Filed as: ALLIANT INSURANCE SERVICES,INC. Service code 64 · EIN 33-0785439 101 PARK AVENUE · NEW YORK, NY 10178 | Recordkeeping Fees | $25,704 |
NATIONWIDE3 years Filed as: NATIONWIDE LIFE INSURANCE CO. Service code 64 ONE NATIONWIDE PLAZA · COLUMBUS, OH 43215 | Recordkeeping Fees | $24,547 |
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.
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 | $13,662 | $46,332-70.5% | $143,797-90.5% | $64,824-78.9% |
| Participation rate | 33.5% | 64.2%-30.8pp | 80.3%-46.9pp | 71.5%-38.0pp |
| Annual return | -16.97% | -10.05%-6.9pp | -0.04%-16.9pp | 32.84%-49.8pp |
| Employer contribution / active EE | $641 | $1,911-66.4% | $4,952-87.1% | $2,507-74.4% |
| Participant deferral / active EE | $899 | $2,647-66.1% | $5,638-84.1% | $4,311-79.2% |
| Admin fee / account holder | $91 | $154-41.2% | $14,679-99.4% | $188-51.8% |