Filed May 25, 2021 (most recent of 2 filings on file)
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| Provider | Service type | Compensation |
|---|---|---|
NATIONWIDE10+ years Service code 15 · EIN 31-4156830 | Recordkeeping | $144,642 |
Service code 13 · EIN 58-1485803 | Contract Administrator | $29,868 |
STRATEGIC ADVISORS, INC.5 years Service code 28 · EIN 58-2160601 | Investment Management | $0 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $98,215 | $2,703,213-96.4% | $165,100-40.5% | $200,096-50.9% |
| Participation rate | 69.5% | 78.4%-9.0pp | 78.6%-9.1pp | 72.0%-2.5pp |
| Annual return | 14.02% | 17.97%-4.0pp | 70.21%-56.2pp | 34.26%-20.2pp |
| Employer contribution / active EE | $1,179 | $2,973-60.3% | $4,348-72.9% | $3,038-61.2% |
| Participant deferral / active EE | $3,599 | $5,021-28.3% | $6,035-40.4% | $5,090-29.3% |
| Admin fee / account holder | $163 | $1,999-91.8% | $12,696-98.7% | $269-39.4% |